EPISODE · Dec 21, 2022 · 37 MIN
Did Markets Shrug Off the BoJ Decision?
from Real Vision: Finance & Investing · host Real Vision Podcast Network
The yen slipped slightly today after surging almost 4% on Tuesday, after the Bank of Japan surprisingly tweaked its yield curve control policy. U.S. equities are up for the second straight day, providing a glimmer of hope for a better-than-expected earnings season. On today’s show, Andreas Steno Larsen is joined by the founder of 42 Macro, Darius Dale, to discuss where we are in the global liquidity cycle and what that means for his 2023 outlook. Andreas and Darius are fielding audience questions, so be sure to get yours in. Plus, we’ll hear from Weston Nakamura on what everyone is missing in the BoJ’s hawkish turn. You can watch the entire breakdown here: https://rvtv.io/3YzHGAp Learn more about your ad choices. Visit podcastchoices.com/adchoices
What this episode covers
The yen slipped slightly today after surging almost 4% on Tuesday, after the Bank of Japan surprisingly tweaked its yield curve control policy. U.S. equities are up for the second straight day, providing a glimmer of hope for a better-than-expected earnings season. On today’s show, Andreas Steno Larsen is joined by the founder of 42 Macro, Darius Dale, to discuss where we are in the global liquidity cycle and what that means for his 2023 outlook. Andreas and Darius are fielding audience questions, so be sure to get yours in. Plus, we’ll hear from Weston Nakamura on what everyone is missing in the BoJ’s hawkish turn. You can watch the entire breakdown here: https://rvtv.io/3YzHGAp Learn more about your ad choices. Visit podcastchoices.com/adchoices
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Did Markets Shrug Off the BoJ Decision?
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