Bloomberg Businessweek
Treasury Rally, Japanese Yen Carry Trade
Aug 6, 2024
Liz McCormick, Bloomberg News' Chief Correspondent for Global Macro Markets, shares insights on the recent treasury rally and evolving market dynamics. Mandeep Singh discusses the impressive rise in Uber's stock value linked to its strong earnings and competitive landscape. Aoifinn Devitt sheds light on the complexities and risks of the Japanese yen carry trade. Arnim Holzer emphasizes the implications of Federal Reserve policy shifts, highlighting recession concerns and strategies for navigating today's volatile market.
31:14
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Quick takeaways
- The podcast highlights the uncertainty surrounding the U.S. labor market and its potential effects on the Federal Reserve's monetary policies.
- Discussions on the unwinding of the yen carry trade reveal concerns about market stability, indicating a cautious sentiment among investors.
Deep dives
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