The Yen Trade Endgame: Global Markets Face a Structural Shift

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.ukFollow Beat on X: x.com/MacrobeatLTry our 24-hour news squawking service for FREE! 👇livesquawk.com/#sign-upFollow us on X: x.com/LiveSquawk