NIKKEI 225 WKN: CG3AA4 ISIN: JP9010C00002 Forum: Indizes Thema: Hauptdiskussion

Japan should gradually raise rates to around 1% – BoJ’s Tamura: The Bank of Japan (BoJ) should raise its short-term interest rates to around 1% https://www.centralbanking.com/central-banks/monetary-policy/7962271/japan-should-gradually-raise-rates-to-around-1-bojs-tamura

FOMC: Fear of Missing Crash...it will be with rate cuts and an imploding Yen carry trade. https://www.financial-reality.com/post/fomc-fear-of-missing-crash-3

Fed Considers Aggressive Interest Rate Cuts - Warnings Are Issued About the Impact on the Yen Carry Trade and the Technology Sector. https://eulerpool.com/en/news/all/fed-fears-aggressive-rate-cut-risk-to-equity-market

Der US-Dollar ist fundamental angeschlagen: Bislang profitierte der US-Dollar in Krisen. Angesichts des sinkenden Zinsvorsprungs gerade gegenüber dem Yen könnte sich das ändern, sagt Tilmann Galler von J.P. Morgan https://www.fondsprofessionell.de/news/maerkte/headline/stratege-der-us-dollar-ist-fundamental-angeschlagen-235438/

US equities are at risk from a further unwinding of yen-funded carry trades if the Federal Reserve delivers a jumbo interest-rate cut this month https://www.bloomberg.com/news/articles/2024-09-09/us-stocks-morgan-stanley-s-wilson-says-yen-carry-trade-risk-lingers

Haunted by The Carry Trade https://www.zerohedge.com/the-market-ear/haunted-carry-trade

Fed-Zinssenkung als Trigger: Yen-Carry-Trade-Risiko für US-Aktienmärkte noch akut https://finanzmarktwelt.de/yen-carry-trade-risiko-fuer-us-aktienmaerkte-noch-akut-so-wilson-321833/

Hedge funds sold stocks globally at their fastest pace since March 2022 during August, driven by recession fears and the unwinding of the yen carry trade. https://finimize.com/content/hedge-funds-dump-stocks-globally-as-markets-tank

The Japanese FX is trying August "panic" levels again... https://www.zerohedge.com/the-market-ear/3-jpy-charts-you-should-watch

Japanische Aktien fallen wegen geringerer Haushaltsausgaben als erwartet https://ch.marketscreener.com/kurs/index/TOPIX-INDEX-61714390/news/Japanische-Aktien-fallen-wegen-geringerer-Haushaltsausgaben-als-erwartet-47818228/

Asiatische Anleger verkaufen ihre Aktien https://www.handelsblatt.com/finanzen/maerkte/marktberichte/nikkei-topix-und-csi-300-asiatische-anleger-verkaufen-ihre-aktien/100066689.html

Warum sich der Carry-Trade-Crash wiederholen könnte https://www.institutional-money.com/news/maerkte/headline/vates-invest-warum-sich-der-carry-trade-crash-wiederholen-koennte-235233

Darum gibt es immer mehr Warnungen vor dem nächsten Yen-Schock https://www.wiwo.de/finanzen/boerse/boersenturbulenzen-darum-gibt-es-immer-mehr-warnungen-vor-dem-naechsten-yen-schock-/29978718.html

Nach Carry-Trade: Märkte vor nächstem Schock? – Experte warnt https://finanzmarktwelt.de/nach-carry-trade-maerkte-vor-naechstem-schock-experte-warnt-321129/

Carry trade chaos charts outlines of next selloff https://www.xm.com/research/markets/stocks/reuters/carry-trade-chaos-charts-outlines-of-next-selloff-53914705

Non-bank Financial Intermediaries and Financial Stability https://www.bis.org/publ/work972.pdf