Surveillance: Yen Weakness with Wizman
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 March 2022
⏱️ 26 minutes
🧾️ Download transcript
Summary
Thierry Wizman, Macquarie Group Global Interest Rates and Currencies Strategist, says the Bank of Japan will need to raise the yield cap on its 10-year note to stabilize the value of the yen. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says the bond market selloff has caught people off guard. Wendy Schiller, Brown University Taubman Center for American Politics and Policy Director, says needs to simplify his messaging. Jens Nordvig, Exante Data Founder & CEO, says this yen weakness is not something we've seen before.
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
| 0:05.9 | headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking |
| 0:11.4 | Investor. Join us as we re-examine the past, present-day opportunities and future possibilities |
| 0:18.3 | in global capital markets. The Outthinking Investor, an award-winning |
| 0:23.2 | podcast from PGIM. This podcast is intended solely for professional |
| 0:27.1 | investor use. Past performance is not a guarantee of future results. |
| 0:35.2 | Welcome to the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Ferrell and Lisa |
| 0:41.1 | Abramowitz. Daily, we bring you insight from the best and economics, finance, investment, |
| 0:47.1 | and international relations find Bloomberg surveillance, an Apple podcast, |
| 0:51.8 | SoundCloud, Bloomberg.com, and of course, on the Bloomberg terminal. |
| 0:59.4 | Long ago, there was Plantronics, and it was a glory of a small cap stock from $3 up to $77, |
| 1:08.2 | and downed John just a complete debacle to $26, a take out this morning, all cash, |
| 1:14.4 | HP, $40 per share, Dave Schull looks like a genius. What do they do, Tom? They do |
| 1:20.1 | headphones. They do stuff like that. They do headphones. I don't know. They're not like those |
| 1:24.6 | kind of headphones. I mean, you know, you're not listening to touch-knife. They're not like, |
| 1:29.0 | you'll listen to Tyler the creator. They're not like that. They're like when you're like, |
| 1:33.6 | hello, line two, John Ferrell's on line two. Yeah, that kind of thing. |
| 1:37.8 | By that thing. Okay. We'll move on from that, but that's an interesting story there. The |
| 1:41.7 | only one that understands what I'm talking about is Terry Weissman, who remembers this |
| 1:45.2 | at Berristern's years ago, not on Plantronics, but on interest rates and currencies. Terry, |
| 1:51.2 | I am honored you are on today, and I want to link it right into McQuarrie, which is Aussie, |
| 1:58.2 | Yen, when we move like we move things happen. What should we be paying attention to with Week Yen, |
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