The Japanese Carry Trade Is Unwinding — And It Could Hit U S Markets Hard | David Stryzewski

I break down one of the biggest hidden risks in the global financial system right now: the Japanese carry trade. Most people have no idea how much of the world’s markets have been built on decades of ultra-cheap Japanese money — stocks, real estate, private equity, even parts of the crypto boom.

But that structure is now shaking.

Japanese bond yields are rising, the yen is starting to strengthen, and liquidity is getting stressed beneath the surface. When those forces collide, it doesn’t create a ripple — it creates a global wave. These shocks start in Tokyo, but they hit American markets fast.

I’m incredibly optimistic about the long-term future of the United States. Innovation, AI, manufacturing, and energy are all major tailwinds. But the path between here and there could be volatile if global leverage begins to unwind.

This is why having a disciplined financial strategy matters now more than ever. If you’re in the retirement red zone and you don’t have a plan that adapts to both bull and bear markets, this is your moment to get serious.

If you need a team that understands how these global trends impact your retirement, visit https://myspg.com

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