Personal positioning: trimming hedged US exposure

And Japan Vs MMT

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1. What are the lessons from Trump at Davos? Should we just ignore his chaos now?

2. Hassett seems to have dropped out - would Warsh or Rieder be as aggressive in pushing lower rates?

3. To quote Robin Brooks, “Is Japan where MMT goes to die?" Does this matter for global markets?