Have You Heard About the Yen?
U.S. equities slipped deeper into the red as the trading day progressed, after European stocks closed lower ahead of tomorrow’s interest-rate decision by the European Central Bank. Meanwhile, the Japanese yen has hit a fresh 20-year low against the dollar, a potentially contagious development for the global financial system. Real Vision’s expert on the ground in Asia, Weston Nakamura, joins Ash Bennington at the top of today’s show to talk about the consequences for global markets of the yen’s historic weakness. And Darius Dale is here to talk about recent price action and market risks. “We’ll see new highs on yields if inflation misbehaves Friday,” says Dale, founder and CEO of 42 Macro. We also hear from Santiago Velez on a crypto regulation bill introduced in the U.S. Senate. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xdgBpS. Watch the full Crypto Unwrapped episode featuring Santiago Velez, Ash Bennington, and Nico Brugge here: https://rvtv.io/3mtkeCZ. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Kesä 202241min
These Are the Prices We Must Watch
Stocks were higher for a second straight day, but there’s another set of prices we should be paying attention to, according to Tony Greer. “We’re walking into the first full week of June with oil pressing the $120 highs, copper leaping 2.5% into moving average resistance, nickel bouncing 4% off trend support, wheat rallying 4% into resistance at $11, and natural gas trading at $9.” And the commodities rally shows few signs of letting up anytime soon. Indeed, the World Bank again cut its forecast for global economic expansion in 2022, warning that several years of above-average inflation and below-average growth lie ahead. Greer, the founder of TG Macro and the editor of The Morning Navigator, joins Real Vision’s Maggie Lake to talk about commodities, supply chains, inflation, and growth. We also hear from Christophe Ollari about what the Federal Reserve must do to bring down inflation and what it means for markets. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3aLdRZc. Watch the full conversation featuring Christophe Ollari and Maggie Lake here: https://rvtv.io/3O2fhNl. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Kesä 202233min
Is It a Bear-Market Bounce or a New Bull Run?
The Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite were all well in the green deep into Monday’s trading session. “An oversold bounce is underway for the major indices in welcome relief from the downside momentum that characterized the preceding 7-8 weeks,” notes Katie Stockton, founder and managing partner at Fairlead Strategies. “We are viewing the oversold bounce as likely to present a selling opportunity.” Stockton joins Real Vision’s Maggie Lake to talk about technical analysis and her bullish short-term and bearish long-term views on stocks. We also hear from Imran Lakha about Bitcoin, Ethereum, and recent price action in the crypto market. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3aybn0d. Watch the full conversation featuring Imran Lakha and Ash Bennington here: https://rvtv.io/3auYlR8. To view Katie's charts click here: https://rvtv.io/3GXDj9D Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Kesä 202232min
The Next Big Trade - Dominic Frisby Has High Hopes for Tin
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Dominic Frisby is a British author, comedian, and voice actor. He is best known as co-host of the television program Money Pit. He joins Harry Melandri to explain why tin is in the middle of an extraordinary bull market and outlines potential opportunities for investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices
5 Kesä 202237min
My Life in 4 Trades - Benjamin Cowen Shares His Best and His Worst Crypto Trades
Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Into The Cryptoverse founder, Benjamin Cowen is one of the most popular analysts in the cryptocurrency space. Cowen, a Ph.D. nuclear engineer, has leveraged his technical knowledge and Youtube reach to create an educational platform for digital assets. Benjamin shares insights on trading digital assets during a bear market, how to deal with market volatility, and why he abandoned an academic career to become a crypto quant. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Kesä 202252min
Jobs Friday: When Good News Is Bad News
The Nasdaq Composite led stock indexes to the downside on Jobs Friday, as an expectations-beating report on the May employment situation has investors believing the Federal Reserve will continue its aggressive monetary tightening program. Jim Bianco of Bianco Research has long held that the “Fed Put,” in place since 2008-09, is now dead, killed by inflation. Bianco joins Real Vision’s Ash Bennington to talk about today’s jobs report, the market’s response, and where the Fed goes from here. We also hear from Peter Zeihan about what constrained food and energy markets mean for the geomacro environment. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ma3PmD. Watch the full conversation featuring Peter Zeihan and Maggie Lake here: https://rvtv.io/3asGNoM. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Kesä 202239min
Inflationary Pressures Persist as Signs of a Slowdown Add Up
OPEC and allies agreed to move forward production increases scheduled for September, but global energy supply problems continue to undermine the Federal Reserve’s efforts to fight inflation in the U.S. That’s to say nothing of rising pressure on global food supply and production. Meanwhile, ahead of Friday’s official report on the employment situation for May from the Bureau of Labor Statistics ADP reported private payrolls increased by just 128,000 last month. That’s the smallest gain of the pandemic-era recovery. Harry Melandri, advisor for Macro Intelligence 2 Partners, joins Real Vision’s Maggie Lake to talk about inflation, growth, and markets. And we hear from Neal Berger about why the Fed should just get it over with and hike by 100 basis points in a single move. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3M64iAY. Watch the full conversation featuring Neal Berger and Ash Bennington here: https://rvtv.io/3NRmrDM. Learn more about your ad choices. Visit podcastchoices.com/adchoices
3 Kesä 202237min
Are We Headed for Recession or Not?
We are experiencing technical issues - please head over to our YouTube to watch the livestream. The recording will be up on the website soon after we go off air. The Institute for Supply Management reported that May factory activity exceeded consensus expectations, another sign of resilience for the U.S. economy. “Today’s ISM Manufacturing data represents a decent middle finger to us growth cycle bears - although the market doesn’t seem to care,” said Darius Dale. Still, the founder and CEO of 42 Macro believes the global downturn is not adequately priced into equity markets. Darius joins Andreas Steno Larsen to unpack the May ISM data, the economy, and recent price action. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3m7TtE1. Watch the full interview with Charlie Morris and Michael Nicoletos here: https://rvtv.io/3PUGvHu. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2 Kesä 202229min
