19min chapter

All into Account cover image

All Into Account: 2024 Year Ahead Outlook

All into Account

CHAPTER

European Banks, Japan, and Currencies

This chapter discusses the performance of banks, bullish outlook on Japan, and expectations for currencies, particularly the US dollar. It explores the need for better growth outside of the US and recommends tactical buying of the dollar on dips. It also examines the impact of yield dispersion and rate cuts on FX valuations and identifies potential rebound candidates in certain countries.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode