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The yen strengthened to around 152 per dollar, reviving fears of a yen carry trade unwind, yet Morgan Stanley argues high-yielding emerging market carry positions can absorb the move as long as global volatility does not spike materially. The transmission channel to watch is funding-currency stress: a disorderly USD/JPY drop tightens global liquidity and forces deleveraging across EM FX, EM local bonds, and high-beta risk assets including BTC and ETH, whereas a contained yen rebound leaves carry income intact and supports dip-buying. Confirmation hinges on whether implied volatility gauges and cross-asset correlations stay calm; a fresh leg lower in USD/JPY alongside rising vol would flip the read from buy-the-dip to broad risk reduction.
As a Forex signal, watch whether it changes price action, volatility, or flows around JPY=X, KRW=X, BTC.
Original Source: 블록미디어
This page is market information analysis, not investment advice.
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