Risk Management Is the Most Important Thing
The major U.S. equity indexes edged into positive territory after opening in the red, even as a measure of U.S. manufacturing activity fell to 53 in June from 56.1 in May, a two-year low, and the late...
2 Jul 202239min
How Do You Solve a Problem Like Stagflation?
Stocks are sliding and bonds are rallying, as investors react to accumulating evidence that inflation will persist even though the economy is slowing down. There’s a word for that kind of scenario: st...
1 Jul 202238min
When Rates Rise, Growth Slows
U.S. gross domestic product contracted by 1.6% on an annualized basis during the first quarter, according to the Bureau of Economic Analysis’s final estimate, as consumer spending was weaker than orig...
30 Jun 202235min
What Does Commodity Price Action Tell Us About the Economy?
The S&P 500 is down nearly 18% year to date, its worst first-half performance since 1970. U.S. consumer confidence dropped to its lowest level in 16 months in June, as inflation continues to extract i...
28 Jun 202234min
Are Markets Right To Dismiss Russia's Default?
Russia defaulted on its external debt for the first time in more than a century, a technical breach brought about by historic sanctions on Vladimir Putin’s war-making machine. Equity indexes turned lo...
28 Jun 202238min
The Next Big Trade - Egon Von Greyerz Explains Why We Must Prepare for the Worst, Now More Than Ever
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe.. When the Fed hiked interest rates on June 13th to levels not seen since before the onset of...
26 Jun 202258min
My Life in 4 Trades - Dan Morehead Explains How Bitcoin Is Still One of His Best Trades
Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Dan Morehead, the CEO of Pantera Capital, talks with Maggie Lake about how new investors sh...
25 Jun 202251min
Stocks Rally To Close a Strong Week
All three major U.S. equity indexes were up more than 2% heading into Friday’s close, even as the University of Michigan’s reading of consumer sentiment hit a record low in June. As its inflation-figh...
25 Jun 202237min
