Episode Details

A surprisingly strong US jobs report has reinforced expectations that the Federal Reserve could raise rates again, putting even greater focus on this week’s inflation data. At the same time, global bonds are reeling from a sharp sell-off, US equities have lost some momentum and semiconductor stocks are showing fresh signs of life. With the Japanese yen also experiencing another volatile week, where should investors be looking for opportunities as markets adjust to the prospect of tighter monetary policy?

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