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 US dollar and risk sentiment now having come full circle and even then some in individual cases from the levels trading prior to the outbreak of the Iran war as the market prefers to continue to ignore the dire near-term energy supply situation and residual uncertainties, hoping that flows resume in coming days. China's stance is a critical known unknown. Also, a breakdown of the US equity market internals and themes, the status of private equity stocks, key stories and much more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy.