3min chapter

Monetary Matters with Jack Farley cover image

How Tariffs Jeopardize The Soft Landing | Jonny Matthews, former Brevan Partner, on Bond Yields, Japanese Yen, and Gold

Monetary Matters with Jack Farley

CHAPTER

Analyzing Market Shifts: Stocks and Currency Dynamics

This chapter examines the recent shifts in stock and currency markets, particularly the transition from growth to value stocks. It also analyzes the fluctuations in the dollar-yen exchange rate and its connections to interest rate spreads, alluding to broader economic implications.

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