#yen #openai #indiagrowth - Carry Trade Unwind Sparks Biggest Yen Rally in Months | Insight with Haslinda Amin 9/4/2026: Bloomberg Television

4 September 2026

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. Chapters: 00:00:00 - Insight with Haslinda Amin Begins 00:01:18 - Stocks rise as Fed hike bets ease, yen strengthens 00:05:43 - Javelin Wealth's Polka Mishra on the yen and Japanese yields 00:09:11 - Polka Mishra on Treasury yields and emerging market bonds 00:13:18 - Sam Altman says OpenAI has fumbled at communicating AI benefits 00:16:41 - Polka Mishra on AI investment opportunities 00:24:06 - Controversy mounts over India's latest GDP growth data 00:26:12 - World Bank executive director Neelkanth Mishra on India growth doubts 00:40:51 - India to review options settlement pricing on auction chaos  00:43:18 - India launches rocket in boost to space ambitions after failures

#markets #yen #investment - Yen Surge Puts Spotlight on BOJ and Intervention Risks | Insight with Haslinda Amin 9/3/2026: Bloomberg Television

3 September 2026

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. Chapters: 00:00:00 - Insight with Haslinda Amin Begins 00:01:06 - Asian stocks advance as oil slips, yen in focus 00:01:58 - Yen’s spike leaves traders guessing about intervention 00:02:53 - Japan’s 30-year bond auction risks adding fuel to debt sellof 00:04:44 - Farro Capital CIO Hamza Ayub on dollar exposure and currency hedging risks 00:17:01 - Trump to levy more chip tariffs, exemptions for US manufacturing 00:19:19 - Zeiss SMT CEO Frank Rohmund says China 15 years behind in chipmaking tools 00:24:10 - Trump says Iran strikes to be short, asserts Hormuz control 00:28:07 - 00:28:12 - Gold holds gain as Trump’s war comments ease inflation jitters 00:28:42 - UBS Investment Bank strategist Joni Teves on demand for gold 00:36:31 - Japan's 30-year government bond auction sees stronger demand than 12-month average 00:39:40 - India’s foreign inflow recovery faces yield threat 00:43:01 - India diaspora flows hit $127 billion, 1.5 times above estimate

#japan #yen #currency - Expect a stronger yen by year-end and that could be bullish for Japanese equities: Astris Advisory: CNBC International Live

7 August 2026

Astris Advisory's Neil Newman expects two BOJ rate hikes and a Fed cut by year-end which he then expects to lead to a narrower rate differentials that will strengthen the yen.

He argues a firmer currency will lower import costs, boost corporate profitability and support both Japanese equities and the broader Asian market.

Jury Out on Yen Before Crucial Jobs Data: 3-Minutes MLIV