Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our Listeners : Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2062)

Fed Voices Get Hawkish on Inflation - LIVE from San Diego

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What's the Message From Recent Price Action? LIVE From San Diego

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No Going Back: The Post-Pandemic Economy

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In the wake of the pandemic, Jim Bianco believes that “there is a wholesale change underway in the economy.” But is it all doom and gloom from here? Not necessarily. We appear to be in a period of tra...

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The Realities of Positioning for a Pandemic

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Positioning for a crisis is no easy feat but Mike Green was one of the few traders that was able to profit during the pandemic while others were left asking the same question: “what the hell is going ...

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How To Make Sense of All These Inflationary Pressures

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Real Vision co-founder and CEO Raoul Pal joins Maggie Lake for today’s Daily Briefing to talk about volatility across markets, the economy, and geopolitics. Stocks closed out their first losing quarte...

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Will Crude Oil Constraints Continue To Drive Inflation?

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President Joe Biden announced a plan to release from the U.S. Strategic Petroleum Reserve 1 million barrels of oil per day for the next six months as part of the federal government’s effort to fight i...

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What's Wrong With the Yen, and Why Is It Important?

What's Wrong With the Yen, and Why Is It Important?

The Japanese yen, long a safe haven, is not reacting to crisis this time around the way it has in the past. In fact, the yen just broke through a key long-term level of technical support and is tradin...

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Is the Market Pricing In Peace?

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