DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes. Ed adds to David Rosenberg’s recent comments that “organically, the economy is still in recession,” and he and Ash reflect on (the? a bit awk) recent success of Sweden’s pandemic shutdown response. They then put a week of bank earnings into context and analyze Warren Buffett selling the bulk of Berkshire Hathaway’s holdings in Wells Fargo. In the intro, Ash speaks to Real Vision editor, Jack Farley, about “priming” in the markets for distressed debt. For reference, the video Ed discusses at the beginning can be found here: https://exchange.realvision.com/post/the-breakdown-what-all-financial-crises-have-in-common-5f89ad21d788a45104be209e. Visit realvision.com to get access for just $1 for months access. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2051)

The Soft Landing Narrative Is a Trap (!)

The Soft Landing Narrative Is a Trap (!)

All three major U.S. equity indices are poised to clock in losses this week as investors brace for the latest CPI print due next Tuesday. So, are investors starting to think talk of a soft landing is ...

11 Feb 202335min

Is This Rally Just a Blip?

Is This Rally Just a Blip?

U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a wee...

9 Feb 202337min

Inflation Is the Solution

Inflation Is the Solution

Federal Reserve board members continue to call for more rate hikes, a day after chairman Jay Powell reaffirmed the central bank’s commitment to higher interest rates. Markets are eager to be free of t...

8 Feb 202343min

Powell Reasserts “Tighter for Longer”

Powell Reasserts “Tighter for Longer”

In today’s session at the Economic Club of Washington, chairman Jay Powell said the ‘disinflationary process’ had begun, but the Fed will likely need to continue raising interest rates to bring inflat...

7 Feb 202334min

Uncertainty Has a Grip on Markets

Uncertainty Has a Grip on Markets

U.S. equities are flat-to-down and yields are pushing higher as many investors reconsider how the Fed may be forced to act following Friday’s strong jobs data. With uncertainty abound, Mike Alfred, ma...

6 Feb 202336min

New Dollar Liquidity Set to Make a Splash in Markets?

New Dollar Liquidity Set to Make a Splash in Markets?

When the U.S. breaches its debt limit, the Treasury will be forced to inject new liquidity into financial markets using various accounting gimmicks. Andreas shares how this extra cash flow could affec...

6 Feb 202321min

U.S. Jobs Report Flexes on Markets

U.S. Jobs Report Flexes on Markets

Today’s jobs report packed a serious punch, showing that 517,000 new jobs were added in the U.S. in January — far above median estimates — and bringing unemployment down to a 54-year low of 3.4%. Equi...

4 Feb 202336min

Is This the Beginning of a New Bull Market?

Is This the Beginning of a New Bull Market?

U.S. equities continue to see broad gains in intraday trading after yesterday’s conference with Federal Reserve Chair Jay Powell, who announced a 25-basis point rate hike. Today, both the European Cen...

2 Feb 202338min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
lederpodden
rss-kantsonen
rss-investering-gjort-enkelt
rss-markedspuls-2
flypodden