Is All the Bad News Priced In?
The People’s Bank of China got the week started with surprise rate cuts on domestic growth concerns, the Federal Reserve Bank of New York’s Empire State Manufacturing Survey on general business condit...
16 Elo 202237min
The Next Big Trade - Jeff Snider on the “Grotesquely Upside Down” Eurodollar Futures Curve
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Jeff Snider, the chief strategist at Atlas Financial and the co-host of the Eurodollar Unive...
14 Elo 202254min
My Life in 4 Trades - Sergio Silva Is a Study in Resilience
Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Imagine losing $4 million and the opportunity to set up your family for life as well as you...
13 Elo 202247min
The Market Doesn't Have to Crash
The University of Michigan preliminary sentiment index for July ticked up to 55.1 from 51.5 in June, as a sub-measure of consumer expectations reached a three-month high. And U.S. stocks continue to s...
13 Elo 202238min
Is a Soft Landing a Pipe Dream?
U.S. stocks surged again this morning on news the Producer Price Index fell by 0.5% in July, the first monthly decline since April 2020. At the same time, producer prices were up 9.8% year over year. ...
12 Elo 202236min
Have We Reached Peak Inflation?
U.S. stocks gapped higher at today’s open and held onto big gains through the day, buoyed by signs in July’s Consumer Price Index data that we’ve finally reached an inflection point for inflation. Bot...
11 Elo 202235min
"It Is All About Oil Prices"
Marko Papic has a very clear view of Wednesday morning’s report from the Bureau of Labor Statistics on the July U.S. Consumer Price Index: “Getting the inflection in CPI prints is really important,” h...
10 Elo 202237min
"Listen to What the Market Is Saying"
If last week’s events in and around Taiwan illustrate Asia’s growing geopolitical importance, today’s announcement by SoftBank that it lost $23 billion in the second quarter also make it the home to “...
9 Elo 202236min
