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JAPAN JUST DETONATED THE GLOBAL CARRY TRADE — AND MARKETS HAVE 60 DAYS TO REPRICE!!
Date: November 19, 2025 Source: Hal Turner Japan just dropped a $110B stimulus bomb, and global markets immediately felt the shockwave. The "Carry-Trade" just got smashed out of existence. The fallout will be everywhere, in everything, at the same time. Bond yields jumped to 1.73%.The US–Japan rate gap collapses from 3.5% → 2.4% in just ten months. And with that, the math behind $1.2 trillion in global carry trades just broke. The Trade That Carried the World For 30 years,
Core Insights Advisory Services
4 days ago2 min read
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