Bloomberg Surveillance
The Fed, The Yen, and Disney
Aug 7, 2024
Ian Lyngen, Head of US Rates at BMO Capital Markets, discusses the possibility of an emergency Fed rate cut and its impact on yield trends. Audrey Childe-Freeman, Chief G10 FX Strategist with Bloomberg Intelligence, explores the complexities of the yen carry trade and the implications of Bank of Japan policies. Brian Wieser from Madison & Wall shares insights on Disney's streaming challenges amidst fierce competition, analyzing the broader economic effects and the critical role of content strategy in today’s market.
26:25
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Quick takeaways
- The Federal Reserve's approach to interest rates is increasingly complex, balancing inflation management with economic growth through potential gradual rate adjustments.
- Disney must navigate significant challenges in the streaming market by balancing investment in original content with the need for increased profitability.
Deep dives
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