YEN CARRY TRADE HOLDS 10%-20% AI CORRECTION RISK, SILVER TO HIT $70
By Nigam Arora
Nigam Arora returns to the Schwab Network to weigh in on the Japanese yen carry trade, noting the risk is real for an unwind. Nigam explains that with $1 trillion invested in the carry trade an unwinding of that money can create a 10% to 20% correction in the AI trade. As for the Fed, Nigam offers his analysis of the likely Fed decision at the upcoming FOMC meeting. He also sees silver hitting $70 as a prime short squeeze target. Watch the interview for what investors need to know.
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December 3, 2025