Daily Briefing – August 26,2020 – U.S. Headed For the Fiscal Cliff in September: Ed Harrison

Daily Briefing – August 26,2020 – U.S. Headed For the Fiscal Cliff in September: Ed Harrison

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff. Within an environment of secular stagnation, they talk about the cross-asset play between bonds and equities as well as how overall credit tightening in the financials sector and the velocity of M2 money plummeting will have pernicious effects on growth. They also consider the dichotomy of monetary and fiscal policy and why the Fed will have to continue throwing all their chips in should fiscal authorities continue to be hawkish. In the intro, Nick Correa gives an overview of the tightening of credit markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(2142)

Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026

Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether markets are beginning to resemble the setup we saw in March. With the Fed having hiked, yields elevated, and oil moving lower, are the condit...

21 Sep 27min

Bitcoin’s Next Move Comes Down to the Fed?  | Trading The Market: September 16, 2026

Bitcoin’s Next Move Comes Down to the Fed? | Trading The Market: September 16, 2026

Bijan Maleki and Kris Bullock break down the crypto market just ahead of today’s critical FOMC decision, with traders bracing for a potential rate hike and another major test for Bitcoin and risk asse...

16 Sep 1h

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is start...

14 Sep 32min

Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matte...

9 Sep 55min

The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

2 Sep 1h

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Midd...

31 Aug 30min

Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

26 Aug 58min

Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s ...

24 Aug 33min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-pa-konto
rss-borsmorgen-okonominyhetene
rss-skravla-gar
pengepodden-2
finansredaksjonen
lederpodden
utbytte
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-orjasater
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
liberal-halvtime
pengesnakk
rss-fa-makro
lydartikler-fra-aftenposten