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Japanese Yen

17 mentions across Convex research, last mentioned

Recent Analysis Mentioning Japanese Yen

The Portfolio Carry Trade Is Starting to Crack: 2026 Analysis
Apr 4, 2026

USD/JPY at 160.16 is not a currency position, it is a $4-6 trillion structural risk hiding in plain sight.

Currency
The Carry Trade Time Bomb Ticking Beneath the Stagflation Story
Apr 3, 2026

USD/JPY at 160.16 and a crowded short book mean the next shock may come from Tokyo, not Tehran.

Currency

Metrics Affected By Japanese Yen

JPY/USD
FX & Dollar
Yen Net Speculative Positioning
Sentiment & Positioning
Yen Futures Open Interest
Sentiment & Positioning

Scenarios Involving Japanese Yen

What Happens When USD/JPY Exceeds 160?

Extreme yen weakness forces BoJ intervention decisions. What happens to Japanese equities, global carry trades, and Asian markets?

What Happens When the Japanese Yen Weakens Past 160?

What happens when USDJPY breaks 160? BoJ intervention risk, carry-trade unwinds (Aug 2024 took S&P -7% and QQQ -10% in days), global VIX spikes.

Related Topics

United States Dollar
other
Instrument
U.S. Dollar
trades
Commodity

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Topic hubs aggregate extracted entity mentions from Convex research with related metrics, scenarios, and relationships. Information is for research purposes only and does not constitute financial advice.