Our CIO Angus Geddes joined Ausbiz interview, predicting a potential important reversal of the dollar yen, which will carry implications for global capital markets and the US dollar.
Key highlights:
- Angus Geddes predicts potential important reversal of dollar yen due to possible interest rate increase in Japan.
- Inflationary pressures expected to rise in Japan due to falling yen and wage increases from big companies like Sony.
- Silver’s prospects look good with increasing demand, Global Silver Miners ETF and South32 could benefit.
Related Posts
September 11, 2026 in Business, Commodities & Gold, Equities & Stocks
The Grip
Report Spotlight: James Hardie The fatLITE is the weekly read. Membership is the position. The Verdict Our expectation for the Federal Reserve changed this week. Our constructive outlook for markets…
Read More
September 4, 2026 in Business, Commodities & Gold, Equities & Stocks
Unhedged
Report Spotlight – St Barbara The Verdict The market spent much of the week pricing the Federal Reserve to tighten into an oil shock and finished on Thursday with the…
Read More
August 28, 2026 in Business
Manufactured
The Verdict The US Treasury said last week that it would double the maximum size of its bond buyback operations to at least $4bn – buying back its own long-dated…
Read More
