From Euro-Dollar Parity to a Global Energy Crisis
We’ve yet to see the hard domestic economic data sufficient to support the case that the Federal Reserve will pause its monetary tightening program. Perhaps the June consumer price index, due tomorrow...
13 Jul 202235min
Has the Fed Already Gone Too Far?
Markets meandered during a mixed Monday session, as investors bide their time ahead of Wednesday’s release of consumer price index data for June. We’re already seeing signs that tighter money is impac...
12 Jul 202236min
The Next Big Trade - Legendary Investor Jim Rogers Talks About the Federal Reserve, War in Eastern Europe, and Commodities
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Quantum Fund and Soros Fund Management co-founder Jim Rogers joins Harry Melandri for a spec...
10 Jul 202232min
My Life in 4 Trades - Anne Stevenson-Yang Predicted Evergrande’s Collapse
Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Anne Stevenson-Yang, the co-founder and managing principal at J Capital Research, famously ...
9 Jul 202248min
Raoul Pal's Take on the World
It was already going to be a significant Jobs Friday before the West awoke to news of the assassination of former Japanese Prime Minister Shinzo Abe, perhaps his country’s most significant postwar lea...
9 Jul 202251min
The Market Is Playing Tug of War With the Fed
On the eve of one of the most consequential Jobs Fridays maybe ever, Jeffrey Snider says markets reflect an ongoing struggle between central bankers and investors. The former believe they must continu...
8 Jul 202237min
The Fed's Focus Is "Singular" Right Now
The Institute of Supply Management’s services gauge sank to its lowest level in two years, mortgage demand declined despite falling rates, and the housing rental market cooled markedly, as evidence of...
7 Jul 202236min
Oil Slips Hard as Recession Risk Rises
Commodity prices are collapsing, the U.S. dollar is soaring, and the yield curve has inverted again: This is not an auspicious combination. Nor is the fact that a Bloomberg Economics model is now indi...
6 Jul 202237min
