Dissecting the Narratives: What Markets Are Anticipating in the Coming Weeks

Dissecting the Narratives: What Markets Are Anticipating in the Coming Weeks

Managing editor, Ed Harrison, and senior editor, Ash Bennington, review this past week’s “everything rally” and key macro indicators against the backdrop of political uncertainty and COVID-19. Ed explains the two different narratives around the market rally — either the markets’ growing comfort over a split government or the markets had priced in more chaos that hasn’t yet come to fruition. He then also breaks down the narrative of a backpedaling economic recovery that the bond market and the macro indicators such as the ISM reports and jobs reports are reinforcing. Ash and Ed also touch on whether we’ll return to a high hospitalization and death rate with the resurgence of COVID-19 cases and reiterates how the social response and the durable changes to demand are not driven by policy alone. In the intro, Real Vision’s Haley Draznin walks us through the October jobs report, how it exceeded expectations and its impact on the markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2083)

New Year, New Geopolitical Shockwaves | Macro Mondays: January 05, 2026

New Year, New Geopolitical Shockwaves | Macro Mondays: January 05, 2026

🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/3K36sq1 A volatile start to 2026 as geopolitics, oil, and liquidity collide. The first Macro Mondays of 2026 kicks off with gl...

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Geopolitical Shock, Asian Equities Rally, and Crypto’s Strong Start: PALvatar Market Recap, January 05 2026

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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Year-End Macro Wrap | Macro Mondays: December 22, 2025

Year-End Macro Wrap | Macro Mondays: December 22, 2025

🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/49QZAGI It’s the final Macro Monday show of 2025…! Andreas Steno and Mikkel Rosenvold of Steno Research are here to recap what ...

22 Joulu 202533min

Are We Getting Rekt in 2026? | REKT Vision (December 19, 2025)

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🔥 Crypto Gathering Miami 2026: Get your tickets today: https://rvtv.io/4hYsZkc This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Grant, found...

19 Joulu 20251h 5min

BOJ Rate Hike, EU Loan to Ukraine, and Bitcoin Volatility: PALvatar Market Recap, December 19 2025

BOJ Rate Hike, EU Loan to Ukraine, and Bitcoin Volatility: PALvatar Market Recap, December 19 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

19 Joulu 20255min

Solana Breakpoint 2025 Wrap-up from Abu Dhabi

Solana Breakpoint 2025 Wrap-up from Abu Dhabi

🔥 *Crypto Gathering Miami 2026: Get your tickets today:* https://rvtv.io/3K36sq1 Key takeaways from Solana Breakpoint and what to watch in 2026. Real Vision’s Artur Osinski and Bijan Maleki wrap up...

18 Joulu 20259min

Soft U.S. Inflation, BoE Rate Cut, and Crypto Volatility: PALvatar Market Recap, December 18 2025

Soft U.S. Inflation, BoE Rate Cut, and Crypto Volatility: PALvatar Market Recap, December 18 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

18 Joulu 20255min

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

🔥 Not a conference. A community gathering: https://rvtv.io/3K36sq1 Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas b...

17 Joulu 202532min

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