When "Peak Inflation" Seems Like a Myth

When "Peak Inflation" Seems Like a Myth

Keeping with the prevailing theme, the U.S producer price index for April came in at a red-hot, consensus-forecast-beating year-over-year reading of 11%, yet another indication that inflation persists. Reflecting the impact of the Federal Reserve’s late hawkishness, if not its recent rate hikes, U.S. mortgage rates jumped again this week to 5.3%, the highest since July 2009. The yield on the 10-year U.S. Treasury note slipped below 2.9% on flight-to-safety buying. Nevertheless, as Imran Lakha notes, “The move in bond yields has been wild this year. The total return in bonds hasn’t been this bad in decades.” Lakha, the founder of Options Insight, joins Real Vision’s Ash Bennington for today’s Daily Briefing to discuss how tighter monetary policy is impacting financial markets. Meanwhile, with developments in the cryptocurrency market putting the word “contagion” back in circulation, Raoul Pal drops in for a flash update about recent price action across asset classes. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3l2Tk3Y Watch the full Macro Insider Flash Update here: https://rvtv.io/3M4bwpX Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Bitcoin Soars, Japanese Bonds Buckle | Andreas Steno and Mikkel Rosenvold | Macro Mondays: October 6, 2025

Bitcoin Soars, Japanese Bonds Buckle | Andreas Steno and Mikkel Rosenvold | Macro Mondays: October 6, 2025

🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s...

6 Okt 202534min

Crypto “Uptober" Lives On (So Far) | REKTVision

Crypto “Uptober" Lives On (So Far) | REKTVision

🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Sergito, CEO of the Meebit Company, aka Meeb...

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Global Market Rally, Strong PMIs, and Crypto’s “Uptober” Surge: PALvatar Market Recap, October 3 2025

Global Market Rally, Strong PMIs, and Crypto’s “Uptober” Surge: PALvatar Market Recap, October 3 2025

🔥 Join the waitlist: realvision.com/waitlist ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul ...

3 Okt 20256min

Fed Cut Hopes, Manufacturing Contraction, and Bitcoin's Resurgence: PALvatar Market Recap, October 2 2025

Fed Cut Hopes, Manufacturing Contraction, and Bitcoin's Resurgence: PALvatar Market Recap, October 2 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

2 Okt 20256min

Trading the Markets: October 1, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: October 1, 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 ...

1 Okt 202533min

U.S. Government Shutdown, Eurozone Inflation, and Bitcoin’s “Uptober” Surge: PALvatar Market Recap, October 1 2025

U.S. Government Shutdown, Eurozone Inflation, and Bitcoin’s “Uptober” Surge: PALvatar Market Recap, October 1 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

1 Okt 20255min

US Government Shutdown Risk, Weak European Data, and Crypto Infrastructure Deals: PALvatar Market Recap, September 30 2025

US Government Shutdown Risk, Weak European Data, and Crypto Infrastructure Deals: PALvatar Market Recap, September 30 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

30 Sep 20256min

Macro Mondays: September 29, 2025

Macro Mondays: September 29, 2025

Andreas Steno and Mikkel Rosenvold of Steno Research start our week by examining the latest macro news and trends moving global markets. 🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rv...

29 Sep 202534min

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