

The Yen’s Tumble to 1986 Low Boosts Intervention Risk
Jun 27, 2024
Stephanie Leung, Charu Chanana, and Terri Spath discuss the weakening Japanese yen and potential interventions, impact on Japanese consumers, AI and computing boom, and analysis of the yen's impact on Japan's equity story and US equity markets. The conversation also covers the Federal Reserve's rate cut decision, economic indicators, and strategies for hedging and diversification in the market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Impact of Weakening Japanese Yen and Potential Policy Actions
01:33 • 6min
Enthusiasm and Caution in the AI and Computing Boom
07:41 • 2min
Analysis of the impact of the weakening yen on Japan's equity story
09:22 • 2min
Japanese Equities and US Equity Market Analysis
11:01 • 11min
Discussion on the Federal Reserve's Rate Cut Decision and Economic Indicators
22:04 • 3min