Yen Carry Trade Stages a Comeback

Aug 16, 2024

∙ Paid

Highlights

• “Buyers strike” on U.S. assets is fake news

• Yen carry trade is back, and stock indices move above their 50-day averages

• Walmart’s market share gain signals consumer belt-tightening

• Disinflationary output gap means rates can fall without a recession

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