Episode Details
| Title | Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews |
|---|---|
| Date | 1/8/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $EUR - Jonny believes the euro has declined too much and sees potential for upside, indicating a bullish stance on the currency.
- “I think the euro I didn't didn't mention Sterling. I mean, the the dollar had a big spike, at the end of last last week, and the euro is, I think, has gone too far.” - Jonny (55:41)
Bearish:
- 🔻 $US10Y - 🔒
- 🔻 $SPX - 🔒
- 🔻 $DXY - 🔒