Michael Gayed, Publisher of the Lead-Lag Report, first predicted that the Yen carry trade would reverse on my show in August, 2023. In this video, he discusses how this prediction has been playing out this past week, and the market impact of the Yen carry trade unwind.

Watch Michael's August, 2023 interview where he first made the Yen carry trade unwind prediction: https://youtu.be/w_3H0-iQHMo?si=6-43Y-uMkC9Ble5i

Watch Michael's last interview from July, 2024: https://youtu.be/UEo3yKHOT4k?si=iXOByo2h04sidFqJ

*This video was recorded on August 5, 2024

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0:00 - Intro

2:25 - Yen carry trade prediction

8:10 - Bank of Japan's next moves

13:00 - Emergency Fed cut?

17:44 - Credit spreads

20:22 - Treasuries

24:20 - Next credit crisis

25:55 - Recession fears

30:35 - Lumber/gold ratio

32:25 - Asset allocation

#economy #yen #stocks