Yen Carry And AI Bubble: One And The Same Trade
Publicado en
The analysis of price complexity strongly suggests that the ‘yen carry trade’ and the AI bubble are one and the same trade, and that the trade has further to unwind. Plus, go tactically overweight China (CHIQ).
BCA | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
- Compartir informe
Compartir Report
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.