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(2081)

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Markets Rallying Hard While Debt Limit Increases by $480 Billion

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Peter Boockvar: Is Fed Chair Jay Powell's Renomination on the Line?

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DB-Sep29,2021: The DXY is extending its rally from Tuesday, breaking the 94 level for the first time since the end of October last year. With yields now falling today and Senator Warren’s strong oppos...

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Tony Greer: Will Europe's Energy Crisis Lead to a Commodity Supercycle?

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DB-Sep28,2021: As the European energy crisis surges, concerns of its affects beyond the UK and EU manifest themselves in risk-off sentiment today in U.S. and European equities. With energy rates risin...

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