อัตราดอกเบี้ยทั่วโลกที่แตกต่างกันและการทำกำไรจากส่วนต่างอัตราแลกเปลี่ยน

While crowded, the carry trade can persist longer than many expect, especially with such a clear rate differential. I'm more focused on the Fed's stance for any real reversal signal for USDJPY, rather than just the BoJ.

I agree, the yen carry trade feels like it's on borrowed time. I'm watching for any significant shift in inflation data in Japan or a more hawkish tone from the BoJ as potential unwind triggers. Geopolitical events could also certainly play a role.

Could a stronger global growth outlook, leading to a broader risk-on sentiment, actually accelerate the carry trade further before any unwind? Or would it be the opposite, with capital flowing out of safe havens like the dollar?