Great Power Games Could Leave Europeans Out in the Cold

Great Power Games Could Leave Europeans Out in the Cold

The Biden administration is preparing to deploy troops and equipment to Eastern Europe and the Baltics to counter Russia’s threat to Ukraine, as UK officials suggest Moscow aims to install a pro-Kremlin government in Kyiv. Stocks all over the world are tumbling, again, and Bitcoin has breached key technical levels. And there’s real concern about European natural gas supplies. “Risk on” for Putin means “risk off” for investors. Weston Nakamura is here to discuss the state of play with Ash Bennington. Weston also drops a compelling pair trade that could be a decent hedge against both geopolitics and central bankers. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/32rm6FR Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2057)

The Fed is Sticking to Higher for Longer

The Fed is Sticking to Higher for Longer

The Federal Reserve raised interest rates by 50 basis points today. It was a seventh consecutive rate hike from the Fed, four straight three-quarter point hikes. Markets moved lower in response to the...

14 Des 202242min

All Clear? Let's Hear from the Fed

All Clear? Let's Hear from the Fed

Stocks surged this morning after cooler-than-expected inflation data showed that consumer prices in November rose at the slowest 12-month pace since December 2021. The Consumer Price Index (CPI) rose ...

14 Des 202241min

What Card Can the Fed Play Next?

What Card Can the Fed Play Next?

On today’s Real Vision Daily Briefing, Bilal Hafeez, the CEO of MacroHive, joins Andreas Steno Larsen for a discussion on the upcoming Fed decision and what ripple effects it could have on the global ...

13 Des 202235min

How to Position into the Fed Meeting

How to Position into the Fed Meeting

Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0...

9 Des 202242min

From Crisis to Recovery

From Crisis to Recovery

U.S. jobless claims this morning rose to their highest level since February. Meanwhile, China’s outbound shipments plunged 8.7% year-over-year and Hong Kong stocks rose 3% as the financial hub conside...

8 Des 202236min

Is It All Over for Energy Bulls?

Is It All Over for Energy Bulls?

Price action continues to reflect investors’ collective ambivalence about what comes next, with Wall Street warning of grim prospects for both stocks and growth in 2023. As Jason De Sena Trennert sees...

7 Des 202233min

What’s the Matter With Big Tech?

What’s the Matter With Big Tech?

The U.S. equity sell-off extended to a fourth straight trading session today, as the tech-heavy Nasdaq Composite again led to the downside with a 2.18% loss two hours ahead of the close. Meta Platform...

7 Des 202235min

From the Macro to the Micro

From the Macro to the Micro

The Institute for Supply Management’s gauge of services activity rose to 56.5 last month from 54.4 in October, surprising to the upside and stirring fresh worry the Federal Reserve will continue to er...

5 Des 202234min

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