Fed Announces Taper Plans as Evergrande's Fate Hangs In The Balance
DB-Sep22,2021: With the FOMC meeting now coming to a close, Darius Dale, founder and CEO of 42 Macro, returns to examine Fed policy guidance on tapering and also shares his perspective on the risks facing markets going forward as Evergrande announces that it will pay at least one bond due tomorrow. Dale evaluates today's overwhelming rally in equities and shares his updated macro risk matrix. Interviewed by Real Vision's Jack Farley. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3u40SqZ Learn more about your ad choices. Visit podcastchoices.com/adchoices
23 Sep 202137min
Tony Greer: Commodities, Evergrande, and Europe's Energy Crisis
DB-Sep21,2021: With a potential shock to China’s financial system from Evergrande’s looming debt default and with Europe facing an energy crisis, Tony Greer of TG Macro joins financial reporter Maggie Lake to share how these dynamics can have an impact on commodities such as natural gas, oil, metals, and more. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3hRIfl6 Learn more about your ad choices. Visit podcastchoices.com/adchoices
22 Sep 202134min
Global Market Volatility Spikes as Fears of Evergrande Contagion Spread
DB-Sep20,2021: Equities globally are in tumult, and volatility is rising sharply—Peter Boockvar, editor of the Boock Report and CIO of Bleakley Advisory Group, joins financial reporter Dion Rabouin to provide his perspective on further market action this week as investors’ fears surrounding Chinese property developer Evergrande intensify. Boockvar also discusses weakening sentiment among home builders and what that says about ongoing inflationary pressure on the economy. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2ZabcSV Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Sep 202135min
Does Evergrande Pose Broader Market Threats Outside China?
DB-Sep17,2021: Markets are down again today, bracing for potential impact by Evergrande and the FOMC’s upcoming meeting—Jim Bianco, president of Bianco Research, cuts through the market noise and provide his perspective on the unfolding saga of Evergrande. He also updates his thoughts on bonds and crypto. Interviewed by financial report Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lFTr5M Learn more about your ad choices. Visit podcastchoices.com/adchoices
18 Sep 202135min
Stocks and Bonds Decline as Markets Weigh the Odds of a Taper Announcement
DB-Sep16,2021: In light of down day for U.S. markets and mixed economic data, Jack Farley, Ash Bennington, and Dion Rabouin come together to discuss the likelihood of a Fed taper announcement coming soon with the September FOMC meeting quickly rolling up. They also address the increasing anxiety around Evergrande as the Chinese property developer’s prospects continue to look more grim. Drop your questions here in the Exchange: https://rvtv.io/2Xpd5uI Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Sep 202135min
$300 Billion Default Pushes Chinese Real Estate Market to the Brink
DB-Sep15,2021: Darius Dale, founder and CEO of 42 Macro, returns to the Daily Briefing to update viewers on the triple threat that Chinese risk assets face: the alarming slowdown in economic growth, the looming default of Evergrande, and the harsh regulatory crackdown by the Chinese government on companies, most recently Chinese gambling stocks such as Sands China Ltd and Galaxy Entertainment Group Ltd. Dale then shares with Real Vision's Jack Farley his thoughts on inflation and the recent strength in commodities such as oil and aluminum. Drop your questions in the Exchange here: https://rvtv.io/398jAE6 Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Sep 202139min
Inflation Cools Slightly As Oil Continues Its Rebound
DB-Sep14,2021: With oil demand projected to continue strengthening for the rest of the year and OPEC upping their 2022 demand forecast, Tony Greer of TG Macro joins financial journalist Maggie Lake to analyze the sustainability of oil’s ongoing rally. Greer also shares an updated perspective on inflation as the CPI begins to cool off while prices remain elevated as well as on his long Bitcoin position. Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Sep 202138min
Is It Now Japan's Moment to Shine? Plus Chinese Tech, Crypto, and Oil
DB-Sep13,2021:Weston Nakamura says now’s the time to go long Japan—he unpacks his bull case here. He also examines further Chinese regulation and crackdowns as China tech stocks tumble with the government’s announcement to break up Alipay, crypto market action with Litecoin spiking, and the ongoing commodities rally with crude oil reaching its 6-week high. Interviewed by Jack Farley. Drop your questions for Weston here on the Exchange: https://rvtv.io/3C9JgNa Learn more about your ad choices. Visit podcastchoices.com/adchoices
14 Sep 202138min
