X @Mayne
Mayne·2025-11-26 02:48

Seeing more ppl talk about the Yen carry trade, these are the 3 main charts I'm monitoring.Watch for signs of Yen strength, USDJPY going down.Softbank is effectively an IRL institutional Yen carry trade, they borrow huge $$ in Yen at low rates and invest in assets. Lots of US tech and other risk assets. So when Yen goes up or this trade unwinds Softbank generally is a leading indicator.Nikkei, view of overall market. Keep in mind Softbank is a major part of the index, so seeing is it's moving synchronically ...