Why this analyst says the yen carry trade is "a ticking time bomb"

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Why This Matters

BCA Research warns that the Japanese yen carry trade has reached unsustainable levels, posing significant risks to global markets, but the timing of any reversal is uncertain.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Investing.com -- BCA Research has issued a stark warning that the Japanese yen carry trade has reached unsustainable levels and poses significant risks to global markets, though the timing of any reversal remains uncertain.

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Original article published by Yahoo Finance on February 15, 2026.
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