Sur le yen carry trade, pour les pros

We are likely again seeing a relative monetary policy shift, but is the bias towards greater #Fed ease or more #BoJ tightening? https://t.co/VQv6nvK1no

— CrossBorder Capital (@crossbordercap) August 10, 2024

Great insight from John Plender. One of the few commentators who understand this is structural https://t.co/frOXNPsA7v via @FT

— CrossBorder Capital (@crossbordercap) August 10, 2024