top of page

August 12th, 2024

  • Markets recover 50% of their dips -equity indices, and bond yield lows.

  • Economists debate if weather-related issues distorted the labour market data.

  • A substantial part of the Yen carry trade is unwound

  • Japanese equities have still to recover as much as global equities and have a following wind of better economic data.

  • Bond yields drift from expensive to fully valued in the absence of a recession.



Comments


bottom of page