

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Market Dynamics and Fed Responses
01:31 • 7min
Building an AI Culture and Partnering for Success
08:42 • 2min
Uber's Market Dynamics and Financial Strategies
10:40 • 13min
Harnessing Generative AI and Strategic Tech Partnerships
24:01 • 2min
Market Volatility and Insights
26:23 • 7min
Navigating Market Volatility and Investment Strategies
33:11 • 3min