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

Episoder(2059)

My Life in 4 Trades - Anne Stevenson-Yang Predicted Evergrande’s Collapse

My Life in 4 Trades - Anne Stevenson-Yang Predicted Evergrande’s Collapse

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Anne Stevenson-Yang, the co-founder and managing principal at J Capital Research, famously ...

9 Jul 202248min

Raoul Pal's Take on the World

Raoul Pal's Take on the World

It was already going to be a significant Jobs Friday before the West awoke to news of the assassination of former Japanese Prime Minister Shinzo Abe, perhaps his country’s most significant postwar lea...

9 Jul 202251min

The Market Is Playing Tug of War With the Fed

The Market Is Playing Tug of War With the Fed

On the eve of one of the most consequential Jobs Fridays maybe ever, Jeffrey Snider says markets reflect an ongoing struggle between central bankers and investors. The former believe they must continu...

8 Jul 202237min

The Fed's Focus Is "Singular" Right Now

The Fed's Focus Is "Singular" Right Now

The Institute of Supply Management’s services gauge sank to its lowest level in two years, mortgage demand declined despite falling rates, and the housing rental market cooled markedly, as evidence of...

7 Jul 202236min

Oil Slips Hard as Recession Risk Rises

Oil Slips Hard as Recession Risk Rises

Commodity prices are collapsing, the U.S. dollar is soaring, and the yield curve has inverted again: This is not an auspicious combination. Nor is the fact that a Bloomberg Economics model is now indi...

6 Jul 202237min

The Next Big Trade - Steve Saretsky Says Canada’s Red-Hot Housing Market Will Cool

The Next Big Trade - Steve Saretsky Says Canada’s Red-Hot Housing Market Will Cool

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Realtor Steve Saretsky is the author of one of Vancouver’s most popular real estate blogs. S...

3 Jul 202248min

My Life in 4 Trades - Dogged Curiosity Is the Key to Jason Buck’s Success

My Life in 4 Trades - Dogged Curiosity Is the Key to Jason Buck’s Success

Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Jason Buck’s story is wildly fascinating. When he was 19, he turned $2,000 into $100,000 si...

2 Jul 202259min

Risk Management Is the Most Important Thing

Risk Management Is the Most Important Thing

The major U.S. equity indexes edged into positive territory after opening in the red, even as a measure of U.S. manufacturing activity fell to 53 in June from 56.1 in May, a two-year low, and the late...

2 Jul 202239min

Populært innen Business og økonomi

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