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Tag: Yen carry trade

The Convergence: When the External Shock Hits the Internal Fault Lines

March 7, 2026 Ryan Perkins

For years, this system appeared stable because the stresses were hidden beneath a flood of cheap capital and cheap fuel. Now they are gone.

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Posted in: Finance, Geopolitics, US Financial System Filed under: Financial Crisis, Korea, KOSPI, Straits of Hormuz, Yen carry trade

The Yen Shock and the Empire’s Hidden Funding Crisis

January 29, 2026 Ryan Perkins

A quiet revolt is underway in Tokyo. For decades, the empire took for granted Japan would provide a bottomless pool of cheap money. That era is over.

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Posted in: Finance, Geopolitics, International Relations, US Empire Filed under: Yen carry trade, yield curve control

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