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 quantum computing stocks getting a big bump on public investments in the space in the US. Elsewhere, it remains all about AI stocks pumping higher, while one notable software-as-a-service (SaaS) name was the S&P 500 index's worst performer yesterday. Interesting earnings reports are up next week on both the chip and the SaaS front. Also, some more macro and FX observations and concerns that we are none the wiser on the Iran War ahead of a long weekend for US markets. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy.