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The Carry Trade

The Carry Trade
The Carry Trade

The Forex carry trade is the forex strategy that involves borrowing or selling a low-interest financial product and using the proceeds to buy a high-yield financial product. You therefore have to pay interest on the product that you have borrowed or sold, but you get interest on the product with the higher interest.
In stable economic times the Carry Trade is very popular on the forex market. This has everything to do with the high leverage and the daily interest payments (so-called rollover rates, which are explained below) that are common in online forex trading.
Why especially in stable economic times? Because this Forex Strategy is doing especially well when there is not much happening on the currency market.
Not all forex brokers work with rollover rates. A good forex broker who does this and therefore is very suitable for carrying out a Carry Trade is Markets.com
How does the forex currency Carry Trade work?
The forex Carry Trade is borrowing or selling a currency / currency with a low interest rate and subsequently investing in a currency / currency with a high interest rate. So you sell the currency with the low interest rate (you pay interest on that amount) and you buy the currency with the high interest rate (you receive interest on that amount). The difference between high and low interest is called the "positive carry".
All currencies on the forex market are traded in pairs. Major currency pairs are the EUR / USD, the GBP / USD and the USD / JPY. When you open a position where you want to speculate on the rise of the Euro against the US Dollar, you buy the EUR / USD.
That means in reality that if you open a $ 10,000 miniature (1 pip = $ 1) you buy $ 10k in Euros and at the same time sell $ 10k to US Dollars. If you're right and the Euro is indeed rising against the dollar, you'll get more dollars back for your Euros when you close the position.
The interesting thing about the Carry Trade on the Forex Market is that every day interest is paid on the positions that you still have at the end of the day. The forex broker closes and reopens the position and then credits / debits the difference in overnight interest rate between the two currencies of which the position consists. (the Euro and the Dollar in our example above). These are the costs of "carrying" -carrying- from the position to the next day. This is also called 'rolling over', and the interest rate is the rollover rate.
For the sake of clarity: if you leave a position where you sell a high-yield currency and buy a low-interest currency, you owe interest. But visa versa you receive interest.

And now for the whole good, juicy, mouth-watering news, the currant in the porridge, the pearl in the oyster, the pin in the haystack and all those things: Because the currency market works with leverage, you can score very high interest rates about the amount that you actually have to put on the table ... .. (we wait until the quarter falls, think carefully, take your time)
Example of a Carry Trade
Let's assume a Leverage of 100: 1. Many brokers offer 200: 1, even 400: 1, but realize that Leverage can also be a two-edged sword if the position does not move in your direction.
A popular Carry Trade on the Forex is that in the Japanese Yen. The Japanese Central Bank has held interest rates since the mid nineties at very low rates, in order to stimulate exports. For example, currency traders who currently use the Carry Trade strategy sell the Yen interest rate 0.10% - and thus buy the Australian Dollar rate 3.75%. The difference of 3.65% is the so-called positive carry.
Suppose you want to put $ 1000 in this Carry Trade, using a Leverage of 100: 1. That means that with your $ 1000 you control a total of $ 1000 x 100 = $ 100,000 in currency.
Suppose you hold this position for a year now. So you do not buy this position to speculate, you want to get a return.
Three things can now happen:
1 The position loses value. The Yen rises and rises (but the Japanese will not be happy with that either) and after a while he breaks through your 100 pips limit - which is actually your stop / loss. The position is automatically closed and you can say sayonara against your $ 1000 (possibly followed by a ritual hari kiri)
2 Actually, quite a few years happens with the AUD / JPY. He goes up a little, he goes down a bit, but at the end of the year he is more or less where he started. With the position itself you have earned nothing, but the $ 1000 has yielded 3.65% RENTE over $ 100,000, or 365% interest over the $ 1000 you actually invested. Not bad!
3 The position wins value. The Japanese Central Bank has once again jumped on the Yen to get it as far as possible in the soil and that is pretty successful. Now you get the profit on your position on top of the 365% interest. Even better!
And this is with 'only' 100: 1 leverage, while in the forex market it is not unusual to work with 200: 1 or more.



How do you spot a good Carry Trade?
There are two things that matter:
1 Look for a currency pair with a big difference in interest rate.
2 Look for a currency pair that is in a clear trend in the direction you need for your Carry Trade (so be beneficial for the high interest rate you buy)
See below, for example, the weekly chart of the AUD / JPY, where the interest rate difference is 3.65% in favor of the Australian Dollar. Since the beginning of 2009 there has been a clear uptrend of the Australian Dollar, ideal for a positive Carry Trade with the Australian dollar as purchased currency.

Carry Trading summarized
The Carry Trade can be very profitable in online forex trading. In a stable economic market, where relations are relatively clear and a good, long-term trend can be spotted, the Carry Trade can deliver a high return without a lot of difficulties or a lot of risk.
Of course, this forex strategy also has its own risk. If you put your entire capital on a single Carry Trade and the trade goes the wrong way, you can lose everything. Do not do so, it is not a government bond (besides these days also not a basket where you have to put all your eggs)
Spot the interest rate difference - do not go for 1% or 2% difference, it is not worth it - spot the trend in the right direction, and invest a small part of your capital in the trade. This may be a larger proportion than you would normally end in a speculative day trade course. After all, you are going for the long term, so you also need to give the position some space.

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