Investors Hold for Fresh Inflation Data

Investors Hold for Fresh Inflation Data

The three major U.S. equity indexes traded lower for a second consecutive day, as investors look forward to Friday’s release of consumer price index data for May. The European Central Bank is accelerating its own tightening scheme, as inflation’s grip on policymakers remains tight. Initial claims for unemployment insurance showed the biggest increase since July 21, a sign the labor market may be cooling. Thomas Thornton, founder of Hedge Fund Telemetry, joins Real Vision’s Andreas Steno Larsen to talk about choppy price action, how he’s positioning himself ahead of Friday’s CPI release, what he sees the Federal Reserve doing about it, and why he’s trimming his long exposure. We also hear from Simon Mikhailovich about getting back to fundamentals and looking at things like balance sheets when it comes to making investment decisions. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3xi5lIK. Watch the full video featuring Simon Mikhailovich here: https://rvtv.io/3QbSHnm. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2097)

Is Bitcoin on the Way Back to $100,000? | REKT Vision (January 16, 2025)

Is Bitcoin on the Way Back to $100,000? | REKT Vision (January 16, 2025)

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Mixed Global Equities, Dollar Strength, and Crypto Regulation Uncertainty: PALvatar Market Recap, January 16 2026

Mixed Global Equities, Dollar Strength, and Crypto Regulation Uncertainty: PALvatar Market Recap, January 16 2026

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16 Jan 5min

Global Equities Rebound, Strong UK & Eurozone Data, and Bitcoin Near $98K: PALvatar Market Recap, January 15 2026

Global Equities Rebound, Strong UK & Eurozone Data, and Bitcoin Near $98K: PALvatar Market Recap, January 15 2026

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15 Jan 6min

Trading the Markets: January 14, 2026 | Kris Bullock and Bijan Maleki

Trading the Markets: January 14, 2026 | Kris Bullock and Bijan Maleki

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14 Jan 28min

Global Markets Mixed, Metals at Record Highs, and Bitcoin Reclaims $96K: PALvatar Market Recap, January 14 2026

Global Markets Mixed, Metals at Record Highs, and Bitcoin Reclaims $96K: PALvatar Market Recap, January 14 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

14 Jan 6min

US CPI Cools, Fed Drama, Japan Stocks Surge, and Bitcoin Jumps: PALvatar Market Recap, January 13 2025

US CPI Cools, Fed Drama, Japan Stocks Surge, and Bitcoin Jumps: PALvatar Market Recap, January 13 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

13 Jan 6min

Fed Turmoil, Gold Hits New Highs, and Crypto Holds Steady: PALvatar Market Recap, January 12 2026

Fed Turmoil, Gold Hits New Highs, and Crypto Holds Steady: PALvatar Market Recap, January 12 2026

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

12 Jan 4min

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

Macro Mondays: January 12, 2026 | Andreas Steno and Mikkel Rosenvold

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12 Jan 35min

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