This chapter explores the recent rally in treasuries and how potential shifts in Federal Reserve policy may shape market perceptions. It discusses how key officials' comments have sparked anxiety about a recession and the likelihood of interest rate cuts. Additionally, the chapter examines the complexities of carry trades and the risks associated with fluctuations in the Japanese yen amidst a backdrop of changing economic indicators.
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Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick on Treasury Bonds and markets overview. Bloomberg Intelligence Senior Tech Industry Analyst Mandeep Singh on Uber earnings. Moneta CIO Aoifinn Devitt on Japanese Yen Carry Trade. and we Drive to the Close with Arnim Holzer, Global Macro Strategist at Easterly EAB Risk Solutions
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