Outrageous Predictions
Carry trade unwind brings USD/JPY to 100 and Japan’s next asset bubble
Charu Chanana
Chief Investment Strategist
Summary: Today, a look at a US equity market showing remarkable complacency, with some initial signs that things are wobbling. But we have a monumental week ahead as earnings season peaks and we look at the cavalcade of event risks on top of that, including FOMC and not least, the BoJ, as well as the US jobs report and Trump's trade deal headline. Full slide deck today, with must reads and listens. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
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Slide deck for today's episode.