Can We Tame Inflation Without Tanking Growth?

Can We Tame Inflation Without Tanking Growth?

The Dow Jones Industrial average was down 1.3%, the S&P 500 2.4%, and the Nasdaq Composite 3.4%, late in Monday’s trading, as last week’s sell-off continues. Ongoing supply chain problems, new pandemic-related lockdowns in China, and Russia’s war on Ukraine only make the Federal Reserve’s choices more complex as it tries to restrain inflation without tanking the economy. The yield curve steepened sharply, with the difference between the five-year note and the 30-year bond widening to a six-week high. “The bond market is doing the Federal Reserve’s job for them,” notes Jared Dillian. “The Fed is too slow in raising the federal funds rate, so the bond market is taking over.” Dillian, editor of The Daily Dirtnap, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about what the bond market knows, what the equity market is figuring out, and what investors can do to protect themselves amid surging volatility. And we hear from Pierre Andurand, CIO of Andurand Capital, about how structural issues plaguing commodities markets could trigger a global financial crisis. Watch the full interview with Pierre Andurand and Raoul Pal here: https://rvtv.io/3MYL3dx Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3N0C0IX Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2100)

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

Trading the Markets: December 17, 2025 | Kris Bullock and Nico Brugge

🔥 Not a conference. A community gathering: https://rvtv.io/3K36sq1 Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas b...

17 Dec 202532min

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

17 Dec 20255min

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

16 Dec 20256min

Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

*🔥Not a conference. A community gathering: https://rvtv.io/49QZAGI* Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopoliti...

15 Dec 202535min

Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

15 Dec 20256min

Global Market Mixed Moves, Fed Rate Cut Boosts Dow, and BOE Cut Hopes Rise: PALvatar Market Recap, December 12 2025

Global Market Mixed Moves, Fed Rate Cut Boosts Dow, and BOE Cut Hopes Rise: PALvatar Market Recap, December 12 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

12 Dec 20253min

Fed Rate Cut, Rising Jobless Claims, and Pressure on Risk Assets: PALvatar Market Recap, December 11 2025

Fed Rate Cut, Rising Jobless Claims, and Pressure on Risk Assets: PALvatar Market Recap, December 11 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

11 Dec 20253min

Trading the Markets: December 10, 2025

Trading the Markets: December 10, 2025

Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at ...

10 Dec 202524min

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