Is All the Bad News Priced In?

Is All the Bad News Priced In?

The People’s Bank of China got the week started with surprise rate cuts on domestic growth concerns, the Federal Reserve Bank of New York’s Empire State Manufacturing Survey on general business conditions for August registered its second-biggest slide since 2001, and the National Association of Home Buyers/Wells Fargo Housing Market Index declined for the eighth straight month. But all three major U.S. equity indexes were higher heading into the close, as Treasury yields continued to drift lower. Perhaps investors anticipate a Federal Reserve pivot. Perhaps they’re pricing in a selloff in crude oil. Has the larger trend shifted? “We have NEVER seen a time in history like this,” tweeted Michael Gayed in July, “where a significant drawdown in Treasuries matched a significant drawdown in stocks (which may not be over).” Gayed, the publisher of the Lead-Lag Report, joins Maggie Lake for today’s Daily Briefing to talk about stocks, bonds, and the rising risk of demand destruction because of Fed rate hikes just as supply chains come back on line. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2059)

REKT Vision: Is The Banana Zone Over? ft. Raoul Pal

REKT Vision: Is The Banana Zone Over? ft. Raoul Pal

👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus500 Futures is the perfect place to start. Visit us.plus500.com to ...

10 Jan 20251h 9min

Macro Mondays: Brace Yourselves, Liquidity Is Coming - Top Trades for 2025 ft. Andreas Steno Larsen & Mikkel Rosenvold

Macro Mondays: Brace Yourselves, Liquidity Is Coming - Top Trades for 2025 ft. Andreas Steno Larsen & Mikkel Rosenvold

👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus500 Futures is the perfect place to start. Visit us.plus500.com to ...

6 Jan 202542min

Who Will Win the Fed’s Tug-of-War? ft. Jim Bianco

Who Will Win the Fed’s Tug-of-War? ft. Jim Bianco

🔥 *Get Raoul Pal's free PDF report:* https://rvtv.io/3YOZZUe. Jim Bianco, president of Bianco Research, sits down with Ash Bennington to tie a bow on 2024's market dynamics and discuss what’s to co...

31 Des 20241h 8min

 How to Digest the Fed Rate Cut ft. Cem Karsan

How to Digest the Fed Rate Cut ft. Cem Karsan

🔥 *Get Raoul Pal's free PDF report:* https://rvtv.io/3YOZZUe. Ash Bennington welcomes Cem Karsan, founder of Kai Volatility, back to RV to explore the widespread implications of yesterday's FOMC deci...

30 Des 20241h 10min

From Inflation to AI: Diego Parrilla’s Framework for Market Survival

From Inflation to AI: Diego Parrilla’s Framework for Market Survival

🔥 *Get Raoul Pal's free PDF report:* https://rvtv.io/3YOZZUe. 👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus50...

24 Des 202448min

Has Bitcoin (Really) Outshined Gold? ft. Maleeha Bengali

Has Bitcoin (Really) Outshined Gold? ft. Maleeha Bengali

🔥 *Get Raoul Pal's free PDF report:* https://rvtv.io/3YOZZUe. 👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus50...

23 Des 202445min

Is the U.S. Economy on the Edge? ft. Daniel Lacalle

Is the U.S. Economy on the Edge? ft. Daniel Lacalle

🔥 Get Raoul Pal's free PDF report: https://rvtv.io/3YOZZUe. 👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus500 ...

17 Des 20241h 10min

Darius Dale & Sebastian Purcell: The Secret to Decoding the Macro Puzzle

Darius Dale & Sebastian Purcell: The Secret to Decoding the Macro Puzzle

🔥 Get Raoul Pal's free PDF report: https://rvtv.io/3YOZZUe. 👉 Ever wanted to explore the world of online trading but haven’t dared try? The futures market is more active now than ever and Plus500 ...

16 Des 20241h 3min

Populært innen Business og økonomi

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