The cheap-yen borrowing structure Simon says helped prop Western finance and is now being strategically weakened.
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Japan carry trade
A transcript-matched topic anchored by excerpts such as "...its rates for the first time and that breaks the japan carry trade so why is cayman island the number one lender to the..."
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A transcript-matched topic anchored by excerpts such as "...its rates for the first time and that breaks the japan carry trade so why is cayman island the number one lender to the..."
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"...its rates for the first time and that breaks the japan carry trade so why is cayman island the number one lender to the..."
"hedge out the risks and so the japan carry trade is now being strategically weakened and that's pushed up the price of the long..."
"...increasing their interest rates, that's taking away the Bank of Japan carry trade. When you wage war on Europe and start saying they're the..."
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