Bloomberg Surveillance The Fed, The Yen, and Disney
4 snips
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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Market Trends and Fed Decisions
01:54 • 6min
Economic Forecasts and Market Insights Amidst Political Influences
07:55 • 3min
Yen Valuation and Disney's Streaming Strategy
11:00 • 10min
Market Insights and Disney's Impact
21:03 • 2min
Cinema's Challenges and Cultural Currents
22:57 • 7min
Contingency Planning and Insights into Fertility Challenges
29:32 • 3min