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Lark Davis
Lark Davis
Claim author · 23.06.2026 · Japan Just Triggered a Recession Warning
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Warning Economy 31.12.2027

Carry trade: financial crisis risk

"The carry trade is now measured in trillions, bigger than ever. If this unwind accelerates, the shock could dwarf 2008."

ℹ️ In shortLark Davis warns that a rapid unwinding of the record-high carry trade could trigger a financial crisis worse than the one in 2008.

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For informational purposes only. Not investment, financial, legal or tax advice. Full disclaimer

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… e Bank of Japan hiking cycle in modern history has coincided with a US recession. That's what's freaking people out, everyone. The only exception was COVID. You see, when Japan raises rates, cheap yen deployed into US assets gets pulled back. Global liquidity drains and US markets feel [music] it hardest. And here's what nobody is saying out loud. The carry trade is now measured in trillions, bigger than ever. If this unwind accelerates, the shock could dwarf 2008. [music] Every hiking cycle, US recession, every time. Now you know why smart money is scared. The only question is, will this time be different? …

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