10:00 - 26.06.2026

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June 26, Fineko/abc.az. Post-war negotiation optimism following the conflict involving the US, Israel, and Iran has triggered a robust return of foreign portfolio investors to regional financial networks. This renewed appetite is heavily reflected in current carry trade positioning metrics.

According to ABC.AZ, tracking official regulatory disclosures from the BRSA (BDDK) and the Central Bank (TCMB), global carry trade volumes climbed to $50.1 billion during the week ending June 19. This marks the first time since the outbreak of the war in late February that carry trade allocations have broken back above the critical $50 billion threshold.

Core structural metrics of the financial inflows:

• Weekly Capital Injection: The carry trade segment logged a massive single-week capital inflow of $7.4 billion during the week of June 19.

• Macro Comparison: Prior to the geopolitical escalations, global carry trade exposure peaked above $61 billion in January 2026. The current rebound serves as a strong indicator of normalizing investor sentiment and risk appetite.