The Yen Tsunami: Anatomy of a Global Market Collapse. скачать в хорошем качестве

The Yen Tsunami: Anatomy of a Global Market Collapse.

This presentation analyzes the Yen carry trade and its potential to spark a global financial collapse. For years, investors used low-interest Japanese loans to fund high-growth assets like U.S. technology stocks and cryptocurrency, creating a massive web of hidden debt estimated in the trillions. When the Bank of Japan raises interest rates, it triggers a destructive unwinding process where traders must sell off these assets to repay their loans. This dynamic was seen during the August 2024 flash crash, where a minor policy shift caused a violent liquidity crunch and a downward spiral across international markets. Looking forward, experts warn of a "death zone" if interest rates climb further or if the exchange rate falls below 140 USD/JPY. Ultimately, the sources illustrate that what begins as a local Japanese policy change can rapidly transform into a worldwide contagion affecting all major asset classes.