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What is a carry trade? USD/JPY carry trade explained

Explore how the currency carry trade leverages interest rate differentials, with a focus on USD/JPY dynamics amidst Fed rate cuts and BoJ stability, while managing risks from exchange rate changes.

japanese yen
Source: Shutterstock
Picture of Bridgette Laszlo
Bridgette Laszlo
Content Strategist, Chicago

Key points

  • Carry trade exploits interest rate differences between currencies
  • USD/JPY trades at 154.261 amid Fed and BoJ policy impacts
  • US Fed's expected 25bps rate cut could narrow interest gaps
  • BoJ's steady rate at 0.25% supports yen's low-interest appeal
  • Global uncertainties may affect USD/JPY carry trade dynamics

Currency carry trade meaning

The carry trade is an investment strategy where traders capitalize on the interest rate differences between two currencies. In a carry trade, an investor borrows money in a currency with a low interest rate and uses it to invest in a currency offering a higher interest rate. The goal is to earn the interest rate difference, which can add up significantly over time.

For example, if an investor borrows in Japanese yen, which typically has low interest rates, and invests in the US dollar, which might offer higher rates, they can potentially earn the difference as profit. However, carry trades carry risks, primarily from fluctuations in exchange rates. If the currency in which the investor has borrowed appreciates significantly against the currency they are investing in, the cost of repaying the borrowed amount can rise, potentially wiping out the gains from the interest rate differential. Therefore, while carry trades can be profitable, they require careful risk management of foreign exchange volatility to prevent potential losses.

USD/JPY price action: pair hovers around 154

The USD/JPY pair hit 154.261 today, close to its weakest point in three weeks, with uncertainty ahead of the US Fed’s policy decision. This continues the yen’s recent trading decline following dovish Bank of Japan (BoJ) sentiment, and the US dollar’s strength from the last several weeks. The greenback has seen growth from the US’s optimistic macroeconomic data in the fourth quarter, and hopes of a more hawkish guidance when it comes to gaining economic momentum.

USD/JPY price history

Screenshot_2024-12-17_140536.png

US Fed and Bank of Japan Interest Rate Decision: What could this mean for the carry trade strategy?

The expected 25bps rate cut by the US Fed in its upcoming meeting, combined with a predicted slower pace of cuts in 2025, may impact the attractiveness of the USD in carry trades due to narrowing interest rate differentials. However, strong job growth and rising inflation in the US might support the dollar's appeal.

Meanwhile, the Bank of Japan's short-term interest rate has remained steady at 0.25% and has been forecasted to remain the same in its upcoming meeting. This is its highest level since 2008, and further rate hikes are forecasted if conditions align for a more hawkish monetary policy stance. This stable backdrop contrasts with the US, potentially keeping the USD/JPY carry trade appealing if US rates remain relatively higher, as the yen is typically regarded as a low-interest-rate currency. Nevertheless, global economic uncertainties and political changes in Japan and the US could influence future interest rate strategies and impact carry trade dynamics.

What’s next for USD/JPY?

USD/JPY has been influenced by evolving interest rate dynamics and economic indicators in the US and Japan. With the US Federal Reserve expected to cut rates by 25bps, the interest rate gap between the US dollar and Japanese yen might narrow, impacting the immediate attractiveness of the carry trade. However, the robust US economic data, including strong job growth and rising inflation, could bolster the dollar's strength, maintaining its appeal in carry trades. Meanwhile, the Bank of Japan's steady interest rates and potential for future rate hikes may provide a contrasting backdrop that could continue to support the carry trade if US rates stay relatively higher. However, investors must remain cautious of global economic uncertainties and political changes, which could shift interest rate strategies and affect carry trade profitability. As such, the USD/JPY pair could see fluctuations depending on how these developments unwind, and traders should closely monitor Fed and BoJ policy signals.

More where that came from: check out what’s new in forex today on our YouTube channel

How to trade USD/JPY

  1. Open an account to get started, or practice on a demo account
  2. Choose your forex trading platform
  3. Open, monitor, and close positions on USD/JPY

Trading forex requires an account with a forex provider like tastyfx. Many traders also watch major forex pairs like EUR/USD and USD/JPY for potential opportunities based on economic events such as inflation releases or interest rate decisions. Economic events can produce more volatility for forex pairs, which can mean greater potential profits and losses as risks can increase at these times.

You can help develop your forex trading strategies using resources like tastyfx’s YouTube channel. Our curated playlists can help you stay up to date on current markets and understanding key terms. Once your strategy is developed, you can follow the above steps to opening an account and getting started trading forex.

Your profit or loss is calculated according to your full position size. Leverage will magnify both your profits and losses. It’s important to manage your risks carefully as losses can exceed your deposit. Ensure you understand the risks and benefits associated with trading leveraged products before you start trading with them. Trade using money you’re comfortable losing. Past performance is not indicative of future results.

Reviewed by:
Frank Kaberna
Director of Strategy, Chicago