Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our Listeners : Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2064)

U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why

U.S. Inflation Hits 7%, and HSBC Issues Dire Warning--Here's Why

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Is the Rebound Real? Tech Leads Market Higher as Powell Says Economy Looks Bright

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DB-Jan 11,2022: During a hearing for his re-confirmation as Fed Chair, Jerome Powell said the central bank will work to relieve inflationary pressures in the economy. Following Powell’s testimony, the...

12 Jan 202237min

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DB-Jan 10,2022: Goldman Sachs expects a more aggressive Fed this year with four interest rate hikes on the horizon in an effort to to tame inflation. The prediction comes as U.S. stocks extend a volat...

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What Does the December Jobs Report Tell Us About Growth?

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DB-Jan 07,2022:Non-farm payrolls in the U.S. rose by 199,000 in December, which pales in comparison to the original estimate of 422,000. Despite the actual numbers landing below expectations, unemploy...

8 Jan 202236min

Market Jitters: Is a Regime Change Imminent?

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DB-Jan 06,2022:On Wednesday, the S&P 500 fell 1.9%—the worst single-day decline in 11 months and the worst start to a year since 2008. Even crypto is taking a beating. The entire country has turned it...

7 Jan 202233min

The Fed Amps Up Aggression--Stocks Plunge Immediately

The Fed Amps Up Aggression--Stocks Plunge Immediately

DB-Jan 05,2022:The U.S. Fed just released its meeting minutes, hinting that it may get more aggressive with tightening the balance sheet and reducing stimulus. That caused stocks to plunge immediately...

6 Jan 202233min

Tony Greer's Best Bets for 2022

Tony Greer's Best Bets for 2022

DB-Jan 04,2022: OPEC+ has agreed to increase its oil production by 400,000 barrels per day in February as it is believed that Omicron will not have a detrimental impact on demand. The Institute for Su...

5 Jan 202234min

2022 Outlook: Bond Market Moves & Your Asset Allocation

2022 Outlook: Bond Market Moves & Your Asset Allocation

DB-Jan 01,2022: Alfonso Peccatiello, the author of the Macro Compass, shares his outlook on 2022 on the first trading day of the year, which saw the S&P 500 and Nasdaq Composite inch higher. Peccatiel...

4 Jan 202236min

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