The end of Yen carry trade

Описание к видео The end of Yen carry trade

The Yen carry trade may be finished as a strategy. How long will it take to unwind those positions ?
USD/YEN down sharply, Nikkei is in bear market territory with it's biggest drop since 1987 of 10% this morning.
Weak US economic numbers may have spooked markets which are increasingly convinced that 0.5% interest cuts are needed by the Fed in September. Is the Fed behind the curve ?
Francois Savary cautions against reading too much into one set of Non Farm Payrolls and Manufacturing PMI numbers.

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