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Carry Trade: How Yen's Surge Sends Shockwaves Through Global Markets

Published 05-08-2024, 10:27 am
Updated 07-06-2024, 04:27 pm
USD/JPY
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In a dramatic turn of events, the Japanese yen has soared nearly 10% against the US Dollar over the past three weeks. This appreciation comes on the heels of decisive actions by both the Bank of Japan and the Japanese government.

The catalyst for this rally was a substantial $36.8 billion yen intervention announced by the Japanese government last week. This intervention came after the yen had plummeted to a 38-year low against the US Dollar. Remarkably, this was the second intervention since late May, breaking a pattern that had been in place since October 2022.

Adding fuel to the fire, the Bank of Japan raised its benchmark interest rates to "around 0.25%" from the previous range of 0% to 0.1%. This hike marked the highest level since 2008 and sent ripples through the financial markets.

The sudden appreciation of the yen has had profound implications, particularly unwinding the prevalent "carry trade." In this strategy, investors borrow in a currency with low interest rates and invest in assets of countries with higher returns. The yen, with Japan's historically low-interest rates, has been a favorite for such trades, especially in emerging markets.

However, the Bank of Japan's recent rate hikes have disrupted this dynamic. The yen's rally has exerted significant selling pressure on investors seeking to repay their yen debt, driving US equity prices lower and causing US government bond yields to fall and this could lead to the far-reaching consequences of Japan's monetary policy shift on US financial markets.

The vulnerability of US equity prices to a rise in the yen exchange rate underscores the broader impact of monetary policy changes in the East on developed-world asset prices. The recent decline in US equities, triggered by the yen's strength, is a harbinger of potential future market disruptions.

The US markets have already felt the impact, with a sharp sell-off on Friday. The Dow futures plunged over 300 points, while the Nasdaq futures dropped more than 2.5%. This decline has pushed the Nasdaq into "correction territory," signifying a 10% drop from its recent highs.

Analysts think that the yen is still undervalued and financial repression in Japan is becoming imminent, investors should temper their expectations for US equity valuations. The interconnectedness of US equity prices with global monetary policies means that changes in Japan's financial landscape could continue to reverberate across the world.

Read More: Outlook: A Closer Look at India’s Fiscal Health for FY25

X (formerly, Twitter) - Aayush Khanna

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