Daily Briefing - June 9, 2020

Daily Briefing - June 9, 2020

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss market sentiment in light of NBER's recent announcement that the U.S. slid into recession in February. Bennington and Harrison explore whether market participants are betting that liquidity will mitigate the credit cycle's severity and whether this could be a miscalculation that catches investors off guard, leading to a “double-dip” recession. They also draw comparisons between today’s markets to that of the dot-com era, highlight the shift toward momentum trading, and share their thoughts on how durable damage to demand can bring an unnaturally elevated market crashing down later in the year. In the intro, Peter Cooper explains the surge in new online brokerage accounts and explores particular instances of excess speculation by retail investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2080)

Is Macro Regime Shift Underway? ft. Andreas Steno & Mikkel Rosenvold

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6 Helmi 1h 3min

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6 Helmi 6min

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Markets are deep in risk-off mode as crypto winter tightens its grip. The ECB and Bank of England both held rates, with the BoE signaling it may be nearing the end of its easing cycle. UK political...

5 Helmi 6min

Software Selloff, Gold at $5K, and Crypto Slips Again — Palvatar’s Market Recap

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Software stocks get slammed, gold keeps climbing, and Bitcoin loses key support again. Palvatar covers today’s key macro and market headlines — from Claude’s AI plugin rattling software firms to AMD’s...

4 Helmi 5min

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Markets are ripping back after a wave of fear. Palvatar breaks down the massive upside surprise in U.S. manufacturing, Musk’s record-breaking $1.25T xAI merger with SpaceX, and wild moves in gold, sil...

3 Helmi 6min

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2 Helmi 7min

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