Macquarie’s Daly Sees Further Downside for USD-JPY Trade

The transcript discusses the trends in the Swiss franc and the potential for further downside in the Dollar Yen, influenced by US Treasurys and BOJ policies. It explores the competition among safe haven assets like gold, yen, and Bitcoin, highlighting the volatility of Bitcoin and its limited role as a safe haven. The discussion emphasizes traditional safe havens like US Treasurys and the Swiss franc in the current financial market environment.

What factors are mentioned that could hinder the upside of gold prices?

What is the speaker's perspective on Bitcoin as a safe haven asset?