The Sahm Rule, carry trades and recession fear are more than the market can bear

An unwinding of global carry trades is turning into a rout that’s helping jolt markets around the world.

The rapid unwind of carry trades injected another dose of volatility into the financial markets.

Friday’s market selloff was exacerbated by a mad scramble by speculators to cover their carry trades in the “Magnificent Seven” stocks

Carry trades have worked out well since global central banks (except for the Bank of Japan) began raising interest rates in 2022

Carry trades are great, until they’re not.

Ed Yardeni MarketWatch 5 August 2024 at 6:52 a.m. ET

Carry Trade Biggest Returns Since 2016

Bloomberg 29 oktober 2021

Carry Trade at IntCom

Goldman Sachs Group Inc. and JPMorgan Chase & Co. are recommending borrowing the euro to buy riskier, higher-yielding currencies.

Englund