Is the Fed Tightening Fast Enough? Or Too Fast?

Is the Fed Tightening Fast Enough? Or Too Fast?

The consumer price index for April came in at 0.3% on a month-over-month basis and 8.3% year over year, exceeding estimates on both measures and establishing once again that inflation is going to stick around at elevated levels for the foreseeable future. After opening to the upside, the major U.S. equity indexes surrendered gains and slid into the close. The yield on the 10-year U.S. Treasury note crossed above 3% early in the day before settling at 2.91%. Investors continue to grapple with the prospect of the Federal Reserve aggressively hiking borrowing costs into what looks more and more like a slowing global economy. Existing supply-chain constraints will only be exacerbated by lockdowns in China, and the U.S. consumer can only carry things so far. Darius Dale, founder and CEO of 42 Macro, joins Real Vision’s Maggie Lake for today’s Daily Briefing to discuss how markets are digesting changes in central bank policy and where this re-pricing may take us. Real Vision Crypto Editor Ash Bennington drops in to shed some light on TerraUSD losing its peg to the U.S. dollar, and we hear from Gene Munster about tech bright prospects in 2023. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3L3sSC8 Watch the full interview with Gene Munster and Raoul Pal here: https://rvtv.io/3l2GgeZ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

With China’s plenum out of the way, what’s ahead for the Chinese economy? How much influence does the government have, and how successful has the transition to a consumer-based economy been? Finally, ...

26 Jan 20181h 7min

Adventures in Finance 50 - 363 Days: Donald Trump’s First Year

Adventures in Finance 50 - 363 Days: Donald Trump’s First Year

A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is t...

19 Jan 20181h 7min

Adventures in Finance 49 - Charge!: The Bull Case for Tesla

Adventures in Finance 49 - Charge!: The Bull Case for Tesla

At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the ...

12 Jan 20181h 15min

Adventures in Finance 48 -  Taking Stock: The Best of “Adventures in Finance”

Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”

Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. ...

29 Dec 20171h 42min

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of...

22 Dec 20171h 10min

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...

15 Dec 20171h 10min

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...

8 Dec 20171h 10min

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their method...

1 Dec 20171h 7min

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