Nikkei on Gyokuro Timehttps://gyokuro.dev/en/tags/nikkei/Recent content in Nikkei on Gyokuro TimeGyokuro Timehttps://gyokuro.dev/images/gyokuro-avatar.pnghttps://gyokuro.dev/images/gyokuro-avatar.pngHugo -- 0.147.9enTue, 14 Apr 2026 23:00:00 +0900The Poacher's Dilemma: Bessent, the BOJ and the Carry Trade Trap Before April 28https://gyokuro.dev/en/posts/three-numbers-boj/Tue, 14 Apr 2026 23:00:00 +0900https://gyokuro.dev/en/posts/three-numbers-boj/Scott Bessent made his fortune trading the kind of central bank dislocation now building ahead of the BOJ's April 28 meeting. Now he's the one trying to prevent it. The CFTC-OIS gap that preceded August 2024 is reopening — and Ueda's cautious speech just made it worse.