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12min chapter
Reframing Market Volatility and the Yen Carry Trade
Bloomberg Surveillance
Navigating Interest Rates and Investment Strategies
This chapter explores projections for declining interest rates over the next two years, linking bond and stock performance to the U.S. economy's soft landing. The discussion includes analyzing global disinflation and its effects on portfolio management, while advocating for strategic investment in high-quality spread products. The chapter emphasizes maintaining core investments and diversifying portfolios amidst market volatility, while reflecting on the behaviors of major tech stocks and the potential of companies like Walmart.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode