carry trade
14 articles tagged carry trade, newest first. Every price call in these articles was recorded when published and later checked against market data — see the track record.
India Bought $44.9 Billion of Dollars and the Dollar Never Noticed
The largest weekly reserve build on record was raised in the forward market, not in spot — which is why the majors barely twitched. The live divergence is yen v...
The Yen Broke Its 90-Day Floor With Wall Street Closed — That's the Whole Story
USD/JPY fell 1.00% to 154.432 on a US holiday, taking out its 90-day low while the RBI defended the rupee at 94.42. Fed hike odds rose and the dollar still coul...
Five of Eight Majors Sit Within a Tenth of a Percent of a 90-Day Extreme — and Nobody Moved
A flat July PPI took the Fed's next hike off the table, yet the dollar closed fractionally firmer against nearly every major. Compression this tight at the edge...
The RBI Chose Plumbing Over Policy: $40.8 Billion In, Rates Unchanged
India's central bank mobilized $40.82 billion through a concessional swap window while preparing to leave the repo rate alone — a currency defense that never to...
Chips Rebound, Carry Exhales: The Yen at 162.418 Is Where the Risk Rally Gets Priced
Asia's chip-led rally handed yen-funded carry a reprieve just as a fourth straight week of slowing US hiring chips at the differential beneath it. USD/JPY, 0.26...
The Dollar's $12B Tell: Why Stablecoin Outflows Are an FX Story in Disguise
A $12B stablecoin exodus and a stubbornly bid dollar are the same trade viewed from two windows — capital is retreating to the highest real yield it can find, a...
The Dollar's Quiet Confidence: Bessent Confirms What the Yen Already Knew
Fort Knox still holds its gold, the Treasury secretary says — the dollar simply isn't backed by it anymore. The currency market shrugged, because the real backi...
A Sleeping Session Speaks: The Dollar Idles as a Grim Labor Read Whispers Under the Calm
No major cross moved more than 0.06% on Sunday, but a record 105.8 million Americans now sit outside the labor force — and the stillness in the greenback carrie...
Yen and Franc End the Week Pinned at Their Lows as a Silent Sunday Leaves the Carry Fully Loaded
No major cross moved more than 0.06% on Sunday — but USD/JPY closed just 0.26% below its 52-week high, and the stillness itself said the carry trade heads into...
Sterling Slipped Alone: GBP/USD Faded to 1.3505 While the Dollar Held Its Silence
On a thin session the greenback offered no story of its own — but the pound bled 0.26% to its low and EUR/GBP lifted off its yearly floor, and that was the day'...
Sterling Alone Broke the Calm: GBP/USD Sank to 1.3505 While the Dollar Slept
On a thin session the greenback offered no direction of its own — but the pound bled 0.26% and EUR/GBP lifted off its yearly floor, and that was the day's only...
Sterling Alone Broke the Calm: GBP/USD Slid to 1.3505 as the Dollar Went Nowhere
On a thin Thursday the greenback offered no direction of its own — but the pound bled 0.26% to its session low and EUR/GBP lifted off its yearly floor, and that...
A Quiet Dollar, a Soft Pound, an Offered Franc: The Two Moves That Mattered at 0.8491 and 0.8073
On a thin session the dollar drifted without conviction, but sterling slid to its low and the franc quietly cheapened — two small moves carrying the day's only...
Dollar Idles at One-Month Low, but USD/JPY at 162.17 Keeps the Carry Story Alive
The greenback languished near its one-month trough on cooling inflation, yet the yen stayed pinned within half a percent of its cycle low — the carry trade refu...