JPY
Lazard Japanese Equity ETF
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100.00% Today
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standing in the checkout line, milk and eggs, almost bought yen on my phone. still thinking about it
Mentions
My options did well this month but I'm based in JPY and the recent FX gap completely wiped out all of my month's performance, haha. (Haha....)
When Bessent would rather sell USD and buy JPY, than have Japan sell their USTs, you know the US is in some deep shit. 😄
So should I buy or sell JPY?
Buy yen and ask for your pay in JPY you regard
Too slow. They are behind and need to raise the interest rates much faster. They almost reluctantly increased short-term interest rates to 1% last time, but that is still too low and too late. The inflation is already above %1. The inflation the people are actually feeling is much higher - just look at the house prices in big cities in Tokyo as one example. They keep talking about inflation target of %2 but personally speaking, I am wondering what they are looking at. The prices I see in the market increased and keep on increasing way more than that. The articles below also talk about JPY depreciation being hard to stop and it is just a temporary measure. Imho, the Government is just wasting the hard-earned foreign currency reserves. You watch your floating rate loan carefully and just be careful about it. [https://www.reuters.com/world/asia-pacific/boj-keep-rates-steady-deliver-hawkish-signal-price-pressures-mount-2026-07-30/](https://www.reuters.com/world/asia-pacific/boj-keep-rates-steady-deliver-hawkish-signal-price-pressures-mount-2026-07-30/) [https://www.reuters.com/world/live-bank-japan-set-hold-rates-tokyo-intervenes-boost-yen-2026-07-31/](https://www.reuters.com/world/live-bank-japan-set-hold-rates-tokyo-intervenes-boost-yen-2026-07-31/)
Partially. The carry trade benefits from gradually weakening Yen, but it is based primarily on the interest rate differential. If Japan is ultimately forced to increase their interest rates to stabilise the JPY exchange rate, it would not bode well for the carry trade.
Salaries are not increasing. They were already low for years, but since there was no inflation, Japanese could plan accordingly with prices not increasing and a constant salary. Now, the prices are increasing and at a fast pace for Japan - and the already low salaries are not increasing in real terms. Average Japanese has fallen way, way behind in terms of purchasing power. On top of that, interest rates are still not increased, which is the reason why we have these news about weak JPY and government interventions. That is a double whammy for your average person. Reasonable heads want BOJ to increase the rates but the government does not want it not to put pressure on their borrowing via Japanese Government Bonds and is pressuring the BOJ not to do it. So in this specific case, inflationary pressure is not good for Japanese.
FYI THE INTERVENTION DID NOTHING. Japan CPI report just printed and it’s bad news USD/JPY is already up .50% over 160 again due to the CPI print 😂🤌🤌
Took them long enough, I've been bagholding JPY since the dollar crossed 160 last time.
God I’m such a pussy I was staring at Yen dec futes all morning after almost tearing my hair out all month watching the USD/JPY almost hit 164 BOJ intervened abt a week after its last two meetings so far in 2026 which temporarily lifted the Yen which then got sold off once again bc the Speculators and greedy American banks use Japan as their f\*ck doll. They have been saying this carry trade would unwind since 2024 but apparently the Koreans are the only ones getting fugged rn over in Asia
my current hope is this entire downside was just because of the Korean forced liquidation, just like we saw that year there was a JPY Carry trade scare then everything just bounced🤞
I'm not talking about energy prices in and of itself. I'm talking about how we will respond to it. Japan is absolutely fucked though. They are hiking JPY 10Y to 3 decade highs, doing constant stealth intervention and their currency has been going steadily from 76 Yen/USD to 163 with no end in sight. A sneak preview of where US will be 10-20 years from now. But FAR worse because Japan's unique culture of corporations and households hoarding giant piles of cash through long stretches of negative real yields won't be tolerated here.
My presently evil lil gay ber imagination just daydreamed about USD/JPY hitting 164+, KW hiking, and vix going over 20 all in the same day after a chip rout. And then I’ll go back to being a bol in a week or two.
Going to vacation in Japan for free because the JPY is now worthless
Nikkei casually down 4.25%. Yen carry trade going to unwind again if USD/JPY goes much higher.