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Arnim Holzer
The Global Macro Strategist at Easterly EAB Risk Solutions.
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Aug 6, 2024
• 31min
Treasury Rally, Japanese Yen Carry Trade
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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.
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