# Tuesday: Fundamentals still weigh on yen

Page: https://stenobird.com/podcast/5-in-5-with-anz-6470711/tuesday-fundamentals-still-weigh-on-yen
Text version: https://stenobird.com/podcast/5-in-5-with-anz-6470711/tuesday-fundamentals-still-weigh-on-yen.md
Podcast: [5 in 5 with ANZ](https://stenobird.com/podcast/5-in-5-with-anz-6470711)
Published: 2026-08-03T19:51:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4291684395.mp3
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/mgln.ai/e/p788769/traffic.megaphone.fm/TSO4291684395.mp3
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Duration seconds: 553

## Resource

Oil prices drop after Donald Trump calls off a big strike on Iran. The yen has bounced after intervention, but the fundamentals are still weighing it down. And Taiwan’s GDP growth beats expectations. In our deep-dive interview, ANZ Group Chief Economist Richard Yetsenga looks at the big selloff in US bond markets after new Fed Chair Kevin Warsh underlined he wouldn’t give forward guidance any more. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

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## Transcript

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