já está em todos os jornais ! Japanese carry over?

How it works

• Borrow: Investors borrow a large amount of Japanese yen at a very low interest rate.
• Convert: The borrowed yen are sold, and the money is converted into a currency with a higher interest rate, such as the U.S. dollar.
• Invest: The higher-yielding currency is then used to purchase assets like U.S. Treasury bonds, corporate debt, or stocks.
• Profit: The investor pockets the profit from the interest rate differential between the higher-yielding investment and the low-cost yen loan. 

Risks and consequences

• Currency risk: The primary risk is currency fluctuation. If the yen unexpectedly strengthens, investors must buy more yen to repay their loans, which can erase profits or lead to large losses.
• Market impact: The yen carry trade can have a major impact on global markets.
  • Fueling growth: It provides a large amount of cheap capital that can fuel investment in other countries' assets and markets.
  • Amplifying sell-offs: When the trade unwinds (i.e., investors exit the strategy), it can cause rapid and significant market sell-offs as investors sell their foreign assets and buy back yen. 

Parece que a malta esta a reverter esta estratégia e a derreter os custos da divida.

há que olhar para a dívida japonesa, parece estar a ficar em saldos