LiveSquawk Market Talk

The Yen Trade Endgame: Global Markets Face a Structural Shift


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Beat Nussbaumer and Guenter Grimm join LiveSquawk’s Market Talk Weekly Review to assess the latest global macro developments. The discussion covers the Fed’s latest meeting and rate-cut implications, weak UK GDP data, and the Swiss National Bank’s decision to hold rates. They also weigh in on the Eurozone outlook, upcoming US non-farm payrolls, and the underestimated geopolitical risks surrounding China, Russia, and the future of the Eurozone. The episode concludes with a deep dive into Japan’s potential rate hike and why the end of the global yen funding trade could mark a major turning point for markets.


Beat Nussbaumer of https://macrobeat.co.uk


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LiveSquawk Market TalkBy LiveSquawk