🌸Eri ~ Carpe Diem(@sentosumosaba):Hayes on the reverse yen carry trade: It's a controlled unwind, not a global crash. Japan will bring capital home. The U.S. backstops the selling with FIMA repo and extra dollar liquidity so Treasuries do not get dumped into a fire sale. Markets still move hard, yen up, crowded carry and U.S. tech relatively weaker, gold and crypto stronger, but the official aim is a managed rotation of what gets funded, not a 2008-style break. 📺

🌸Eri ~ Carpe Diem

@sentosumosaba

Since 2018, dissecting blockchain research while exploring the intersection between Finance and AI. Cofounder of & 3 Big Waves Media.

Joined February 2017

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🌸Eri ~ Carpe Diem@sentosumosaba

2026.09.08 05:25

Hayes on the reverse yen carry trade: It's a controlled unwind, not a global crash. Japan will bring capital home. The U.S. backstops the selling with FIMA repo and extra dollar liquidity so Treasuries do not get dumped into a fire sale. Markets still move hard, yen up, crowded carry and U.S. tech relatively weaker, gold and crypto stronger, but the official aim is a managed rotation of what gets funded, not a 2008-style break. 📺