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(2062)

Omicron: Should Investors Worry?

Omicron: Should Investors Worry?

DB-Dec 01,2021: As U.S. equities and oil inventories rise, investors are wondering whether the newly discovered Omicron variant threatens to reverse the recovery the economy has made. While officials ...

2 Dec 202138min

Surprise, Surprise: Inflation Is Not Transitory?

Surprise, Surprise: Inflation Is Not Transitory?

DB-Nov 30,2021: Fed Chair Jerome Powell just said it’s time to retire the word “transitory”—are you shocked? All the major U.S. market indices fell more than 1% on the announcement while the dollar st...

1 Dec 202140min

Turkish Lira in Crisis While Virtual Land Skyrockets

Turkish Lira in Crisis While Virtual Land Skyrockets

DB-Nov 29,2021:Weston Nakamura joins us from Japan to share his insight on why the market went down on Friday and to talk about Turkey, where the stock market is thriving. He also discusses what’s hap...

30 Nov 202135min

Jobless Claims Plummet: Throwback to 1969

Jobless Claims Plummet: Throwback to 1969

DB-Nov 24,2021: Are we back in 1969? At only 199,000, last week’s initial jobless claims were the lowest in over half a century since November 1969. That was the pre-internet and pre-cell phone era. I...

25 Nov 202135min

U.S. to Tap into 50M Barrels of Reserve Oil to Tame Rising Gas Prices

U.S. to Tap into 50M Barrels of Reserve Oil to Tame Rising Gas Prices

DB-Nov 23,2021:The U.S. Department of Energy announced it will release 50 million barrels of crude oil from the Strategic Petroleum Reserve to battle gas prices and tame inflation. Gold and silver pri...

24 Nov 202141min

A Brave New World: Biden Reappoints Powell Amid a Coordinated Strategic Oil Reserves Release

A Brave New World: Biden Reappoints Powell Amid a Coordinated Strategic Oil Reserves Release

DB-Nov 22,2021:President Biden nominates Fed Chairman Jerome Powell for a second term. The question on everyone’s mind is, what does it mean for the economy? Could Biden’s pick signal that the adminis...

22 Nov 202139min

Raoul's Big Picture: Bitcoin's Taproot Facelift & the Economy

Raoul's Big Picture: Bitcoin's Taproot Facelift & the Economy

DB-Nov 19,2021: Bitcoin just got its biggest upgrade yet with Taproot, which will streamline transaction processing and make everything more efficient. In the U.S., the House finally passes President ...

20 Nov 202141min

Will There Be an End of the Year Rally?

Will There Be an End of the Year Rally?

DB-Nov 18,2021: Katie Stockton, founder, and managing partner at Fairlead Strategies joins to chat about her outlook for stocks as we head into the end of the year. The major indices remain in consoli...

19 Nov 202135min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
uppgang-och-fall
avanzapodden
bathina-en-podcast
svd-tech-brief
fill-or-kill
borsmorgon
lastbilspodden
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di
rss-den-nya-ekonomin
rss-borslunch
affarsvarlden
dynastin