Section
Carry Trade
4 posts
When Oil Surges, the Dollar Wins: The Hidden Feedback Loop Reshaping Global Markets
by SIACharts.com For decades, advisors internalized a simple playbook: when geopolitical tension drives oil higher, rotate into gold…
March 5, 2026
Japan’s Rate Move: Assessing Risks Beneath the Surface
by Yusuke Hashimoto, Portfolio Manager—Japan Fixed Income, AllianceBernstein In January, Japanese government bond (JGB) yields leapt to levels…
February 12, 2026
Why the recent market correction may have been an overreaction
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Bank of Japan - The Bank of Japan…
August 14, 2024
Carry Trade Unwind: Is It Really Over?
by Jeffrey Kleintop, Chief Global Market Strategist, Charles Schwab & Company Having been warned about the risk, investors…
August 13, 2024