Outrageous Predictions
Carry trade unwind brings USD/JPY to 100 and Japan’s next asset bubble
Charu Chanana
Chief Investment Strategist
Summary: Today we run through what has just happened in Iran, how global markets have reacted and the key developments to watch from here as we consider a few scenarios for where this takes us. So far, the market reaction outside of energy markets has been quite modest. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy.