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(2066)

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...

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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

Bitcoin Hits an Air Pocket--Here's Why There's Turbulence

Bitcoin Hits an Air Pocket--Here's Why There's Turbulence

DB-Dec30,2021:December has been a brutal month for Bitcoin — with prices plunging around 30% from their all-time high in November. In this special edition of Crypto Unwrapped, Jim Bianco of Bianco Res...

31 Dec 202129min

Following the Money as End of Holidays Nears

Following the Money as End of Holidays Nears

DB-Dec27,2021:What put a floor under global markets last week may not be what you think. Weston Nakamura provides an overview of the global and cross-asset markets in the last week of the year. Nakamu...

28 Dec 202136min

Here's How to Surf a Volatile 2022

Here's How to Surf a Volatile 2022

DB-Dec23,2021:What’s going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to know about the Turkish Lira. Nikola delivers its first...

24 Dec 202138min

To What Degree Is Omicron a Threat to the Economic Recovery?

To What Degree Is Omicron a Threat to the Economic Recovery?

DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probability that the Omicron variant has reached its peak. ...

23 Dec 202142min

Markets Bounce Back, Ringing In Holiday Cheer Once Again

Markets Bounce Back, Ringing In Holiday Cheer Once Again

DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil, explaining that oil could potentially reach $100 ...

22 Dec 202138min

Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge discusses how you should protect your investments and ...

21 Dec 202134min

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