Equities & gold markets; CPI & secular change; Trading Fed rate cuts; Japan, BOJ & JPY carry trade

#Marketanalysis #fed #inflation #economy #gold #CPI #Japan #BOJ #JPY #markets

Welcome to the latest episode of "The Week Ahead" with your host, @Tony Nash / @tonynashnerd! We've assembled a fantastic lineup featuring Larry McDonald, Anne-Marie Baiynd & Albert Marko.

Anne-Marie / @AnneMarieTrades leads the discussion on Fed interest rate policy and how she trades rate cuts. How many cuts will we see and when will we see them? Is the Fed truly non-political?

Albert / @amlivemon tells us how the Japanese yen is losing value and how the Bank of Japan is reacting. It looks like the JPY will get weaker before it strengthens, but why? Is Janet Yellen pushing the yen weaker to hurt China's exports?

-------------------------------------------------------------------------------------------

This is the 104th episode of The Week Ahead, where experts talk about the week that just happened and what’s coming in markets.

Chapters
00:00 Start
00:24 Introduction and key themes
01:52 Still time to buy into this market?
06:32 Gold surge
15:08 Fed, Treasury and inflation
19:50 Unipolar vs Multipolar
26:35 How many rate cuts?
35:00 Bonds
37:33 BOJ and JPY
43:32 CNY
47:41 Commercial real estate
51:18 Yellen selling bonds on the short end

[hbkuoqr]

Amazing video guys¡¡Thank you very much¡¡

[johndegrummond]

Tracey is my favorite. But Marie is a great addition. Really like her enthusiasm.

[standruck]

Is Albert pro or anti-Yellen? He makes her out to be an absolute genius at world monetary flows, presumably to the benefit of the US, I believe Albert is a fan the US, so what's the issue?