Outrageous Predictions
Carry trade unwind brings USD/JPY to 100 and Japan’s next asset bubble
Charu Chanana
Chief Investment Strategist
Summary: Today we discuss a sense of unease that the market remains as complacent as it does given the magnitude of the disruption of oil and gas supplies through the Hormuz Strait. We also discuss Adobe's huge stumble despite strong earnings, FX and gold and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
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