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David Roche on EO TV (Yen, Gulf, Shipping, Inflation)

Video ·QS Team ·08 Aug 2026

David Roche joined EO TV to tackle the questions everyone's asking: → Yen carry trade: what makes currency intervention work, and what makes it fail? → Oil markets are tightening. What's driving it, and why does it set the hurdle rate for any Gulf deal? Watch the full conversatio…

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