Tier 2 · 2× Watching

Yen carry unwind

Yen carry is a Tier 2 trigger at prior 0.27, status watching; threshold is USD/JPY below 140 in under 5 sessions. Polymarket (2026-06-13) prices a June BOJ 25 bps increase at 99%, scheduled to resolve on or around June 16, 2026. Section 7.4 frames the prior as scenario output; layers remain independent per section 7.7. The framework de-loads when spot stabilizes and carry-position stress recedes, per sections 13 and 13.6.

Current probability
27%/ 100
12-MONTH FORWARD HORIZON
Threshold
JPY < 140 in < 5 sessions
Tier weight
P range
0–40%
Last update
17:25 UTC
Current prob
27%
current
Status
Watching
·
Tier
Tier 2
weight 2×
P min
0%
floor
P max
40%
ceiling
Updated
17:25 UTC
live
Threshold definition

JPY < 140 in < 5 sessions

Yen carry is a Tier 2 trigger at prior 0.27, status watching; threshold is USD/JPY below 140 in under 5 sessions. Polymarket (2026-06-13) prices a June BOJ 25 bps increase at 99%, scheduled to resolve on or around June 16, 2026. Section 7.4 frames the prior as scenario output; layers remain independent per section 7.7. The framework de-loads when spot stabilizes and carry-position stress recedes, per sections 13 and 13.6.

Recent evidence