Asks Mark Cudmore to set up for the jobs report, referencing weak retail sales data.
speaker1
Mark Cudmore
Worried data will have a stagflationary whiff this week (jobs, CPI). Generally bullish on global growth for the year, but sees this as a passing phase.
Asks if the yen rally is a short squeeze and for analysis on FX action, particularly in Japan.
speaker3
Mark Cudmore
Yen move is remarkable and contrary to expectations; a short squeeze developing its own narrative.
Asks how Mark feels about broader price action.
speaker5
Mark Cudmore
Feeling grumpy because things aren't making sense, which often precedes market dislocations.