# How the Yen Carry Trade Is Unraveling in June 2026

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-yen-carry-trade-is-unraveling-in-june-2026
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-yen-carry-trade-is-unraveling-in-june-2026.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-06-15T17:50:27+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0054.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0054.mp3
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Duration seconds: 499

## Resource

Lucas and Luna unpack the dramatic 14.4% surge in South Korea's EWY ETF over the past five trading days—and what it signals about a broader unwind of the yen carry trade. With the yen weakening past 160 per dollar and the Bank of Japan signaling policy tightening, hedge funds are scrambling to cover short yen positions, driving a sudden rally in Asian export stocks. They explore how this shift in global capital flows is reshaping trade dynamics, particularly for export-heavy economies like Korea and Taiwan, and why the strong dollar may finally be losing its grip on emerging markets. #YenCarryTrade #BankOfJapan #EWY #SouthKoreaETF #EmergingMarkets #CarryTradeUnwind #YenWeakening #StrongDollar #ExportEconomies #GlobalCapitalFlows #HedgeFunds #BOJPolicy #AsiaExports #TradeDynamics #CurrencyMarkets #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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