Anni Sen(@anni_sen):The Japan Carry Trade at Risk and what that means for MAG7 borrowing To prop up the Yen, Japan (the world's largest holder of U.S. Treasuries) might need to sell its U.S. Treasuries If Japan dumps U.S. Treasuries into the market, it would drive bond yields up significantly, making U.S. refinancing much more expensive This could put a damper on companies like $GOOGL and $AMZN Amazon who are looking to borrow hundreds of billions to build out AI infrastructure. If the Bank of Japan is forced to aggressively raise rates to defend the Yen, it would break the carry trade https://t.co/5q2Gj5Vn8t via @YouTube

Anni Sen

@anni_sen

Managing Partner, BluBird Capital Engineer - xApple | xQualcomm | xIntel | Startup exits, Tennis player🎾, JohnsHopkins alumni

参加 January 2015

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Anni Sen@anni_sen

2026.08.18 03:48

The Japan Carry Trade at Risk and what that means for MAG7 borrowing To prop up the Yen, Japan (the world's largest holder of U.S. Treasuries) might need to sell its U.S. Treasuries If Japan dumps U.S. Treasuries into the market, it would drive bond yields up significantly, making U.S. refinancing much more expensive This could put a damper on companies like $GOOGL and $AMZN Amazon who are looking to borrow hundreds of billions to build out AI infrastructure. If the Bank of Japan is forced to aggressively raise rates to defend the Yen, it would break the carry trade via @YouTube