Mastodawn

The carry spread is at the 10th percentile. Bessent's alarm is statistical. Katayama's is political. Between them sits exactly one carry unwind.

Includes reverse-engineered 6-sigma methodology from actual JGB/UST data.

https://gyokuro.dev/en/posts/lifeguard-who-cannot-swim-back/

#CarryTrade #JPY #UST #JGB #Bessent #BOJ #MOF

The Lifeguard Who Cannot Swim Back

Bessent's toolkit is thinning. Katayama's threshold is political. The carry spread sits at the 10th percentile. Between their two alarm bells, the yen carry trade is running out of room.

Gyokuro Time

Japan Pop News 4d ago

https://www.wacoca.com/news/2793172/ 高市首相が米国へ出発、「我が国の立場踏まえしっかり議論」 | ロイター #AMERS #Asia #ASXPAC #CWP #DEST:NOJPTPM #DEST:NOJPWDM #DEST:NOJPZTM #dip #EASIA #EMEA #EMRG #Gen #IL #IR #JDOM #JLN #jp #MEAST #MOF #NAMER #POL #POTUS #SECUR #SWASIA #TGLF #UnitedStatesOfAmerica #US #USA #wash #アメリカ合衆国 #米国

Life Japan 6d ago

https://www.wacoca.com/life/365631/ ペルシャ湾の船舶運航に支障来す保険料上昇、確認されてない＝金子国交相 | ロイター #asia #ASXPAC #DEST:NOJPTPM #DEST:NOJPWDM #DEST:NOJPZTM #EASIA #Eco #EMEA #EMRG #GEN #Hoken #Insurance #IR #JDOM #JLN #JP #MCE #MEAST #MOF #PLCY #POL #SWASIA #TGLF #保険

Japan Pop News Mar 12

https://www.wacoca.com/news/2788580/ 米国による貿易調査、内容や影響精査し適切に対応＝木原官房長官 | ロイター #AMERS #Asia #ASXPAC #DEST:NOJPTPM #DEST:NOJPWDM #DEST:NOJPZTM #EASIA #eco #Gen #JDOM #JLN #jp #MCE #MOF #NAMER #PLCY #POL #TAX #TRD #TRF #UnitedStatesOfAmerica #US #USA #アメリカ合衆国 #米国

Paul Houle Mar 11

🧺 Device that can extract 1,000 liters of clean water a day from desert air revealed by 2025 Nobel Prize winner

https://www.tomshardware.com/tech-industry/device-that-can-extract-1-000-liters-of-clean-water-a-day-from-desert-air-revealed-by-2025-nobel-prize-winner-claimed-to-work-in-desert-air-with-20-percent-humidity-or-lower-delivering-off-grid-personalized-water

#mof #materials #water #waterharvesting #chemistry #resources

Device that can extract 1,000 liters of clean water a day from desert air revealed by 2025 Nobel Prize winner — claimed to work in desert air with 20% humidity or lower, delivering off-grid ‘personalized water’

The system can function in air with 20% humidity or less. But these 1,000 liter a day machines are not small, at around shipping container size.

Tom's Hardware

Japan Pop News Mar 9

https://www.wacoca.com/news/2786126/ ＩＥＡが石油備蓄の協調放出呼びかけ、Ｇ７財務相会合　片山財務相「大きな成果」 | ロイター ##G7 #Asia #ASXPAC #Business #BusinessNews #Com #Cru #DEST:NOJPBSM #DEST:NOJPTPM #DEST:NOJPZTM #EASIA #eco #ECON #ENER #eng #ENR #FRX #G8 #INTAG #JDOM #JLN #jp #MCE #MOF #NRG #PLCY #ビジネス

SoyaCincau Mar 7

CelcomDigi and Maxis complete takeover of MOF’s shares in Digital Nasional Berhad #5g #5gmalaysia #celcomdigi #digitalnasionalberhad #dnb #featured #maxis #mof #mofinc #news #telco #ytl

https://soyacincau.com/2026/03/07/celcomdigi-and-maxis-complete-mof-put-option-digital-nasional-berhad-5g/

CelcomDigi and Maxis complete takeover of MOF’s shares in Digital Nasional Berhad - SoyaCincau

CelcomDigi and Maxis paid RM327.87 mil each to acquire MOF's stake and liabilities in Digital Nasional Berhad. This marks govt's exit from the 5G wholesale business.

SoyaCincau

Life Japan Mar 4