This episode reviews heightened currency and bond market volatility following political speculation around potential US–Japan intervention, a weaker US dollar, and spillovers from Japanese yield movements, alongside the Federal Reserve’s decision to hold rates steady while upgrading its economic outlook and signaling that rate cuts may be delayed. 

Despite pressure in emerging markets and softer US consumer confidence, global equities remained resilient, with US stocks extending their rally, safe-haven assets strengthening, and corporate developments highlighting strategic shifts at Tesla, Boeing’s return to profitability, strong earnings from Meta and ASML, workforce reductions at Amazon and UPS, and key market price updates. 

Listen now to gain valuable perspectives from the experts!

e: [email protected] | t: 087 944 7999