Capital Currents·Oct 24Japan's carry trade unwinds as yen strength redirects $4 trillion in global capitalThe Bank of Japan's rate hike and AI stock volatility have forced the world's biggest currency bet into reverse, sending ripples through…
Capital Currents·Oct 15China's exporters are dumping dollars, and beijing is letting themChinese corporates converted a record share of their trade surplus into yuan this year, while the PBoC trimmed US Treasury holdings for a…
Capital Currents·Oct 5Profit shifting, not tariffs, is rewiring currency flowsWhere multinationals book their profits now determines which currencies absorb the capital — and the OECD's 15% minimum tax is pushing that…
Capital Currents·Sep 30Australia's A$4 trillion pension pool becomes the new swing buyer in US marketsAustralianSuper plans to lift its US allocation from 48% to 60%, part of a A$2.2 trillion retirement system now reshaping cross-border flow…
Yuu | Onsen & Daily Insights·Sep 25Should Investors Take Profits on Oil as U.S.–Iran Tensions Ease?A Japan-based investor’s perspective on how changes in the Strait of Hormuz could affect oil prices, currencies, and portfolio allocation.
