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 the market trying to continue its bounce-back from Friday's meltdown in especially chip stocks, interesting news flow on the AI data center financing front, lots on macro and FX and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.