Is the Yen Carry Trade Unwind Risk Being Ignored by Markets?

About this episode

The Bank of Japan is expected to hold rates steady while leaving the door wide open for a December hike — a delicate balancing act with massive implications for the yen carry trade and global capital flows. We examine how shifts in Japanese monetary policy ripple through US bonds, emerging markets, and your portfolio. Today's Stocks & Topics: CGI Inc. (GIB), Market Wrap, Vital Farms, Inc. (VITL), Scott Bessent on Economic Engine, Clean Harbors, Inc. (CLH), Is the Yen Carry Trade Unwind Risk Being Ignored by Markets?, Coeur Mining, Inc. (CDE), Herc Holdings Inc. (HRI), NIKE, Inc. (NKE), Valero Energy Corporation (VLO), Treasury Inflation-Protected Securities (TIPS) Ladder, Microsoft Earnings After-Hours. Our Sponsors: * Check out Anthropic and use my code claude.ai/invest for a great deal: https://www.anthropic.com * Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com * Check out Quince and use my code INVEST for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com