

Japanese Stocks Bounce Back as US Futures Rise
Aug 6, 2024
Ahmed Riesgo, Chief Investment Officer at Insigneo, discusses the bounce back of Japanese stocks due to shifts in US futures and the implications of the unwinding yen carry trade. Nick Schoenmaker, Client Portfolio Manager at Drummond Capital, delves into recent U.S. market movements and recession risks tied to disappointing employment reports. Monika Bičkauskaitė, Public Policy Director at Key Elements Group, sheds light on how inflation trends affect Japanese equities and explores the rising tensions between Israel and Iran and their potential impacts on global markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Market Movements and Recession Insights
01:37 • 4min
Japanese Yen and Market Volatility
05:46 • 8min
Resilience in Japanese Equities Amid Inflation Trends
13:16 • 2min
Escalation and Diplomacy in the Middle East
15:30 • 5min
Iran-Israel Tensions: A Careful Response Strategy
20:43 • 3min