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Carry

What is the carry factor, and how is it built?
Carry — RX & HML_FX Baskets

The realized FX carry factor: the RX dollar basket and HML_FX — high-minus-low, long the high-yielders and short the low-yielders.

How RX (the equal-weight dollar basket) and HML_FX (the carry-sorted high-minus-low basket), as realized cumulative factor levels.Formula HML_FX = long top-yield basket − short bottom-yield basketSource FRED, Yahoo Finance — computed

fx_carry_basket

How to read Describes what carry HAS delivered — the realized factor level, never an entry signal.

Built on the OBSERVED short-rate differential, NOT forward points (forwards are paid). Cross-currency-basis / CIP deviations mean this is the rate-differential proxy for carry, not the forward-implied carry a desk books. The carry factor suffers crash risk in risk-off — the chart only DESCRIBES what it has done.

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