DJT goes nuclear. Also, how can the yen be saved?
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Today, a look at AI stocks trying to get back their stride, Trump's DJT stock now becoming a nuclear fusion play and thoughts on what exactly can stop the yen from weakening when the market continues to play the currency as an emerging market currency after today's BoJ hike, with weakness in the currency coinciding with new 26-year highs in the 10-year JGB yield, which has ripped higher through 2.00%. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
For our longer form podcasts, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
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Intro and outro music by AShamaluevMusic
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