Bitcoin Quarterly Basis Yields Slump Below Treasury Notes, Erasing 20% Arbitrage
Bitcoin quarterly futures basis yields slumped below two-year Treasury note yields for the first time in years, signaling an end to the…
Bitcoin quarterly futures basis yields slumped below two-year Treasury note yields for the first time in years, signaling an end to the…
The Bank of Japan's steady 1% rate preserves the yen-funded carry trade and supports exporter stocks, with markets awaiting Governor Ueda's press…
The New Zealand dollar is poised to outpace the euro as a widening interest-rate gap between the RBNZ and ECB drives bullish…
The yen’s descent to 40-year lows against the dollar focuses attention on the Bank of Japan’s meeting, where any hint of tightening…
The yen's steep decline to multi-decade lows against the dollar introduces fresh headwinds for Japan's stock market rally, with rising import costs…
A yawning rate gap and speculative carry flows keep the yen pinned near historic lows, with intervention threats only delaying rather than…
Emerging-market currencies like the Turkish lira and South African rand gained, and EM stocks rebounded on Tuesday, fueled by China's tech sector…
Goldman Sachs flags the best G10 carry trade opportunity since the early 2000s as interest rate differentials reach two-decade highs and currency…
Carry trade strategies face their most favorable conditions in over two decades, Goldman Sachs says, with low FX volatility and historically wide…
Indonesian sovereign bonds are poised for increased foreign inflows as high yields attract global investors seeking emerging-market carry, potentially boosting the rupiah…
Goldman Sachs cuts yen forecast to 165 per dollar, boosting carry trade appeal as hawkish Fed and dovish BOJ widen yield gaps.
Carry trade strategies pivot away from the US dollar toward emerging-market currencies, driving dollar weakness and EM currency strength amid elevated global…