Podcast Episodes

Do Central Bankers Need Their Eyes Checked?

Season 7

Markets sold off again today to close the week, down drastically from Tuesday morning’s post-CPI highs. The reversal comes as central bankers in the U.S. and abroad continued to hike interest rates d…

Published on 3 years ago

Will Central Banks Ruin Christmas?

Season 7

Description

The European Central Bank and Bank of England followed the Federal Reserve in raising interest rates another 50 basis points this morning. Meanwhile, U.S. retail sales fell 0.6% and two re…

Published on 3 years ago

The Fed is Sticking to Higher for Longer

Season 7

The Federal Reserve raised interest rates by 50 basis points today. It was a seventh consecutive rate hike from the Fed, four straight three-quarter point hikes. Markets moved lower in response to th…

Published on 3 years ago

All Clear? Let's Hear from the Fed

Season 7

Stocks surged this morning after cooler-than-expected inflation data showed that consumer prices in November rose at the slowest 12-month pace since December 2021. The Consumer Price Index (CPI) rose…

Published on 3 years ago

What Card Can the Fed Play Next?

Season 7

On today’s Real Vision Daily Briefing, Bilal Hafeez, the CEO of MacroHive, joins Andreas Steno Larsen for a discussion on the upcoming Fed decision and what ripple effects it could have on the global…

Published on 3 years ago

How to Position into the Fed Meeting

Season 7

Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of …

Published on 3 years ago

From Crisis to Recovery

Season 7

U.S. jobless claims this morning rose to their highest level since February. Meanwhile, China’s outbound shipments plunged 8.7% year-over-year and Hong Kong stocks rose 3% as the financial hub consid…

Published on 3 years ago

Is It All Over for Energy Bulls?

Season 1 Episode 1

Price action continues to reflect investors’ collective ambivalence about what comes next, with Wall Street warning of grim prospects for both stocks and growth in 2023. As Jason De Sena Trennert see…

Published on 3 years ago

What’s the Matter With Big Tech?

Season 7

The U.S. equity sell-off extended to a fourth straight trading session today, as the tech-heavy Nasdaq Composite again led to the downside with a 2.18% loss two hours ahead of the close. Meta Platfor…

Published on 3 years ago

From the Macro to the Micro

Season 7

The Institute for Supply Management’s gauge of services activity rose to 56.5 last month from 54.4 in October, surprising to the upside and stirring fresh worry the Federal Reserve will continue to e…

Published on 3 years ago