Global Growth Engines Are Stalling
The International Monetary Fund cut its global growth projections for 2022 and 2023, describing the outlook as “gloomy and more uncertain.” That general picture is reflected in cuts to quarterly and a...
27 Heinä 202236min
And These Small-Caps Shall Lead Us Out of This Bear Market
The major U.S. equity indexes were mixed as of midday Monday, as investors anticipate another interest rate move by the Federal Open Market Committee and digest earnings reports from some of the bigge...
26 Heinä 202236min
The Next Big Trade - Doomberg, Michael Kao, and Harry Melandri Gather for a High-Level Energy Summit
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. On this week’s jam-packed episode of The Next Big Trade, Doomberg, a Substack star and a low...
24 Heinä 20221h 11min
My Life in 4 Trades - Noel Smith Shares Lessons Learned, From Enron to the GFC
Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Noel Smith has learned many hard lessons during his 25 years trading volatility, making mar...
23 Heinä 202251min
Buy Bonds and the "Exponential Age"
Deteriorating PMI data in the U.S. as well as Europe ahead of what the market expects will be a 75-basis-point rate hike following next week’s Federal Open Market Committee enhanced the specter of slo...
23 Heinä 202247min
Are We Fated to Stagflation?
The European Central Bank announced an expectations-beating half-point interest-rate hike today, at the same time introducing a “tool” to ensure borrowing costs in vulnerable economies don’t spiral ou...
22 Heinä 202241min
If Not Now, When Will Inflation Peak?
The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a year earlier and adding pressure on the Bank of Engla...
21 Heinä 202239min
A Tale of a Textbook Turnaround Setup
In his most recent newsletter, Tony Greer of TG Macro wrote, “The setup for oil bulls on this gorgeous summer Friday morning is not to be believed. Stocks and commodities just spent the last quarter h...
20 Heinä 202236min
