How Fragile Is the Global Funding System?

How Fragile Is the Global Funding System?

Inflation is at four-decade highs in the U.S., and supply constraints caused by the war in Eastern Europe only increase upward pressure on crucial commodities. The Federal Reserve is laser-focused on the issue, to the point where futures markets are now pricing in more than nine rate hikes in 2022. And the yield on the 10-year U.S. Treasury note hit a two-year high on Friday, reaching 2.503% on expectations of aggressive tightening ahead. Still, the Fed is sticking with a relatively robust growth forecast. Investors are clear on the Fed’s path. It remains to be seen how Chinese policymakers will respond to threats to growth and stability. As the world continues to respond to Russia’s invasion of Ukraine, it becomes clearer that major shifts are in process. Will the Chinese yuan ever overtake the U.S. dollar in the global currency hierarchy? What role could Bitcoin play in a revamped global system? More immediately, are we on the verge of a global liquidity crisis? Michael Howell, managing director at CrossBorder Capital, joins Tony Greer to discuss these issues and more on today’s edition of Real Vision Daily Briefing. Got questions? Drop them on the Exchange: https://rvtv.io/3JGuIZz Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the ...

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Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

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Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant descri...

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Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

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What’s driving the modern movement toward protectionist tariffs and trade wars? Where will it all lead, and what lessons can we draw from history? Geopolitics consultant Peter Zeihan and historian Mar...

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Will it soon be gold’s time to shine once again? Rick Rule of Sprott Global Resources, Simon Mikhailovich Tocqueville Bullion Reserve and Ronald-Peter Stoeferle of Incrementum AG weigh in. Plus, in th...

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Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of V...

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Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Ken Kurson has been many things: A reporter, a rocker, a newspaper editor and a cryptocurrency evangelist. He’s also a supporter and occasional speechwriter for President Donald Trump. This week, he s...

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Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

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Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield ...

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