Financial Times on Nostr: Yen carry and US tech ========== UPS reported a strong increase in package volumes ...
Yen carry and US tech
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UPS reported a strong increase in package volumes for Q2; this marks the second consecutive quarter of growth after a post-pandemic slump; the article discusses the implications of US stock valuations rising despite increasing bond yields; it questions the courage of investors to engage in carry trades amidst a volatile rate environment and upcoming US elections; the authors are Robert Armstrong and Aiden Reiter; the article is part of the Unhedged newsletter.
#YenCarry #UsTech #Ups #StockValuations #BondYields #Investors #MarketAnalysis #FinancialNews #Economy #Unhedged
https://www.ft.com/content/25ce3c6c-5f8e-4250-a163-0cf952914120
==========
UPS reported a strong increase in package volumes for Q2; this marks the second consecutive quarter of growth after a post-pandemic slump; the article discusses the implications of US stock valuations rising despite increasing bond yields; it questions the courage of investors to engage in carry trades amidst a volatile rate environment and upcoming US elections; the authors are Robert Armstrong and Aiden Reiter; the article is part of the Unhedged newsletter.
#YenCarry #UsTech #Ups #StockValuations #BondYields #Investors #MarketAnalysis #FinancialNews #Economy #Unhedged
https://www.ft.com/content/25ce3c6c-5f8e-4250-a163-0cf952914120