No Love Lost This Valentine's Day as Markets Brace for War

No Love Lost This Valentine's Day as Markets Brace for War

Equity indexes faded into the close today, as investors continue to weigh prospects for a diplomatic solution to the simmering problem in Eastern Europe. U.S. President Joe Biden issued an ultimatum to Russian President Vladimir Putin over the weekend, and German Chancellor Olaf Scholz is shuttling between Kyiv and Moscow Monday and Tuesday. Meanwhile, St. Louis Federal Reserve President James Bullard reiterated his hawkish stance on inflation, noting that it may be necessary to “front-load” interest-rate hikes. But the Bank of Japan remains on the side of easy money and “yield curve control.” This divergence among central banks could have major ramifications for stock prices, particularly high-growth tech names, as Weston Nakamura explains to Real Vision’s Ash Bennington in today’s Daily Briefing. Be sure to watch Weston's YouTube video here: https://rvtv.io/3uJCXj4. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3oPv7Ax. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Fed Rate Cut Anticipation, European Consumer Confidence Divergence, and US–China Trade Optimism: PALvatar Market Recap, October 28 2025

Fed Rate Cut Anticipation, European Consumer Confidence Divergence, and US–China Trade Optimism: PALvatar Market Recap, October 28 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and ...

28 Okt 20254min

The Tariff Battle Heats Up | Andreas Steno Larsen and Mikkel Rosenvold | Macro Mondays: October 27, 2025

The Tariff Battle Heats Up | Andreas Steno Larsen and Mikkel Rosenvold | Macro Mondays: October 27, 2025

Andreas Steno Larsen and Mikkel Rosenvold of Steno Research unpack the renewed tariff talks with China and Canada, fresh inflation data shaking market expectations, and the other key macro forces impa...

27 Okt 202534min

US–China Trade Breakthrough, Rising German Business Confidence, and Fed Rate Cut Expectations: PALvatar Market Recap, October 27 2025

US–China Trade Breakthrough, Rising German Business Confidence, and Fed Rate Cut Expectations: PALvatar Market Recap, October 27 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

27 Okt 20254min

Will Crypto Catch Up to Stocks? | REKT Vision (October 24, 2025)

Will Crypto Catch Up to Stocks? | REKT Vision (October 24, 2025)

🔥 *Join the waitlist: https://rvtv.io/4mIxWi8* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Stats, aka Punk9059, to discuss the biggest ...

24 Okt 20251h 3min

U.S. CPI Anticipation, U.S.–China Trade Talks, and Europe’s Resilient Data: PALvatar Market Recap, October 24 2025

U.S. CPI Anticipation, U.S.–China Trade Talks, and Europe’s Resilient Data: PALvatar Market Recap, October 24 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cryp...

24 Okt 20254min

Earnings Misses, U.S.–China Tensions, and Oil Price Surge: PALvatar Market Recap, October 23 2025

Earnings Misses, U.S.–China Tensions, and Oil Price Surge: PALvatar Market Recap, October 23 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto...

23 Okt 20254min

Trading the Markets: October 22, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: October 22, 2025 | Kris Bullock and Bijan Maleki

Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on ...

22 Okt 202532min

Government Shutdown, UK Inflation Surprise, and Oil’s Rebound: PALvatar Market Recap, October 22 2025

Government Shutdown, UK Inflation Surprise, and Oil’s Rebound: PALvatar Market Recap, October 22 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto t...

22 Okt 20254min

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