When "Peak Inflation" Seems Like a Myth

When "Peak Inflation" Seems Like a Myth

Keeping with the prevailing theme, the U.S producer price index for April came in at a red-hot, consensus-forecast-beating year-over-year reading of 11%, yet another indication that inflation persists. Reflecting the impact of the Federal Reserve’s late hawkishness, if not its recent rate hikes, U.S. mortgage rates jumped again this week to 5.3%, the highest since July 2009. The yield on the 10-year U.S. Treasury note slipped below 2.9% on flight-to-safety buying. Nevertheless, as Imran Lakha notes, “The move in bond yields has been wild this year. The total return in bonds hasn’t been this bad in decades.” Lakha, the founder of Options Insight, joins Real Vision’s Ash Bennington for today’s Daily Briefing to discuss how tighter monetary policy is impacting financial markets. Meanwhile, with developments in the cryptocurrency market putting the word “contagion” back in circulation, Raoul Pal drops in for a flash update about recent price action across asset classes. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3l2Tk3Y Watch the full Macro Insider Flash Update here: https://rvtv.io/3M4bwpX 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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