Traders Game Out US Plans for Japanese Yen | The Asia Trade 1/26/2026
“Bloomberg: The Asia Trade” brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.
Chapters:
00:00:00 – Bloomberg: The Asia Trade begins
00:06:00 – Markets on alert for yen intervention
00:12:13 – US Democrats threaten shutdown after ICE killing
00:16:34 – UBP’s Carlos Casanova on global economic outlook
00:24:32 – Japan bond crash unleashes $7T risk for global markets
00:27:54 – Trump threatens 100% tariffs on Canada if it does China deal
00:34:50 – New York University’s Amy Catalinac on Japan’s political landscape
00:43:33 – Japan bond market chaos puts stocks bulls on notice
00:46:47 – Market opens in South Korea and Japan
00:59:52 – HK Financial Services Sec. Christopher Hui at the Asian Financial Forum
01:12:06 – Dollar pressure mounts as traders game out US plans for yen
01:20:04 – Bessent sees Canada’s Carney making ‘about-face’ on China trade
01:25:07 – A tale of two economies is reshaping China’s stock market
01:28:40 – China tells Alibaba, tech firms to ready Nvidia H200 orders
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21 Comments
Everything is crashing but XA50K is pumping wow😮
Great video! How much XA50K coin will you need to retire in 15yrs? Experts are predicting about $5K. Thoughts?
Every payday I add $3K to my XRP and $XA50K bag.
Kraken will become a bank, Coinbase will become one, Binance will become one, and guess what coin they are all buying heavily? That's right, XA50K.
"Damn! This town is full of money grabbers,go ahead bite the big apple,don't mind the maggots,don't you know the crime rates going up up up up!!!!! In this town you gotta be tough tough tough tough tough tough tough tough tough tough tough!!!!!!
Got rats on the west side bedbugs uptown,my friends they come around flatter flatter flatter!!!!! Just pile it high pile it high on the platter."
Shery (or Avril?) should stop hammering her keyboard and playing solitaire when her guest speaks. This is unpleasant.
Well actually but you can open the shopping centre and supper market to be a good so you can open the hotel and restaurant inoder to drink a coffee and vegetables and chicken and eggs and some thing else which I can't conclude in this short time that is good so you can open the stores inoder to pay the suger and floor and oils for it to you and your future that is good so you should buy the clothes to be a good so you can buy the iPhone for it to you and your future that is good so you can buy the lordcars for you to be a good so you can buy the car in your future that is good so you can buy the electric viecle for you to be a good so you can follow your culture and have a good so you can pay the telecommunications costs for you to be a good so you can pay the storms in your life with you and your future that is good so you can buy the jewellery in your future that is good so you can buy the sports stuff for you to be a good so you can buy the stake on it for you to be a good so you can buy the fishing in your future that is good so you should have a good
👑No it's not because of the Ice agents, it's because the king is still in charge shuts down the government again… Wow boys where is the revolution stay awake can't wait for the Democrats to try to rebel, that will happen to the extreme degree even more than seen already!🪙
Well actually but tariff is 25th and your future that isn't good enough for us to be a good so we need to work for together agreement
With all due respect , central planners have had their heads up their asses for so long, they've become delusional.
Well Trump's not in Position to make everything his own other countries are not Venezuela but They sure can turn The USA into Venezuela soon .
The Tarrifs can be a problem but China has the biggest advantage over the US dollar 💵
Our weather is our downfall
So unless Trump comes up with a better Stimulus package and get a better deal 🤝 with all the other Countries then we're stuck in a state of emergency 🦺 forever
Panic won't do much for Billionaires
Thanks Wendy
USDJPY is supposed to go up
Not down
Investing American money into the Japanese Yen (JPY) currently carries high risks due to extreme volatility, potential for sharp reversals if intervention occurs, and Japan's underlying fiscal weakness. Key downsides include currency fluctuation losses if the USD strengthens, high geopolitical uncertainty, and the risk of a disorderly unwind of yen-funded carry trades.
Intervention Risks: Speculation of joint U.S.-Japan intervention to support the yen could lead to a sudden, sharp appreciation of the yen, creating losses for those betting against it. Reports of rate checks by the NY Fed and Japanese officials suggest imminent action.
Fundamental Weakness: Concerns over Japan's fiscal sustainability and rising inflation could weaken the yen long-term, despite short-term fluctuations, potentially causing losses on investment.
Interest Rate Differentials: While the market expects potential narrowing, the continued possibility of higher U.S. rates compared to Japan keeps pressure on the yen, making it a risky bet for appreciation.
Policy Volatility: The threat of a "debasement" or "sell America" sentiment, driven by tariff threats and potential policy shifts, creates a volatile environment where the dollar could drop, but also rebound rapidly.
Carry Trade Unwind: A rapid rise in the yen could trigger a significant, disorderly unwinding of carry trades, similar to events in mid-2024, causing broader market disruption and potential losses.
In essence, while betting on the yen is a play on a potential weakening of the dollar, it is a high-risk strategy that could backfire if the US dollar remains resilient or if intervention causes a temporary, sharp, and unsustainable surge in the yen.
It's unfortunate that every idea that Trump has about tariffs and trade between trading partners -is wrong. I am grateful that China, and all of Asia has been manufacturing and exporting goods to the United States – for decades. And it's all because our American CEOs bailed out of the United States , and closed their manufacturing operations here, starting in ,1973. How many 60 year olds living here, are going to pretend that this wasn't the top newspaper story, from 1973 to 1980. The Chinese people are GOOD people. They're just doing their job, because WE can't make a comb, or a television. The US should get off China's back, and it's none of our business, to try to interfere with Canada/China trade.
40 trillions of US debt, June dividend payout 1.7 trillions, gold total value for US 1.2 trillions, until 2030, will increase to 46 trillions after dollars replace with BRICS currency, nothing changes but debts, pension and insurance firm will be dragged into the black hole