
#22 - Either you do Japan, or Japan will do you! - Guest: Weston Nakamura
Macro Mondays
Analysis of the UK Financial Sector and Labor Market Conditions
A discussion on the state of the UK financial sector and skepticism towards investing in UK risk. Commentary on the impact of monetary policy on the UK economy compared to the Eurozone and the US, as well as potential consequences of strikes and union demands in Europe for corporations. The chapter concludes with an analysis of the performance of duration in different regions and the risk of misunderstanding central bank actions.
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