Buy Bonds and the "Exponential Age"
Deteriorating PMI data in the U.S. as well as Europe ahead of what the market expects will be a 75-basis-point rate hike following next week’s Federal Open Market Committee enhanced the specter of slo...
23 Juli 202247min
Are We Fated to Stagflation?
The European Central Bank announced an expectations-beating half-point interest-rate hike today, at the same time introducing a “tool” to ensure borrowing costs in vulnerable economies don’t spiral ou...
22 Juli 202241min
If Not Now, When Will Inflation Peak?
The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a year earlier and adding pressure on the Bank of Engla...
21 Juli 202239min
A Tale of a Textbook Turnaround Setup
In his most recent newsletter, Tony Greer of TG Macro wrote, “The setup for oil bulls on this gorgeous summer Friday morning is not to be believed. Stocks and commodities just spent the last quarter h...
20 Juli 202236min
Now Comes the Global Energy Crisis
Goldman Sachs and Bank of America posted solid headline-level earnings this morning, both benefiting from higher interest rates during the second quarter. But both also posted significantly higher pro...
19 Juli 202239min
The Next Big Trade - Shawn Hackett on the Art of Trading Agricultural Commodities
Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. Shawn Hackett is the president of Hackett Financial Advisors, a firm that helps investors an...
17 Juli 20221h
My Life in 4 Trades - The Mental Keys of Trading - Michael Gayed
Here’s a full-length episode from Real Vision's original series, My Life in 4 Trades - be sure to subscribe. Michael Gayed has amassed a Twitter following of more than 664,000. So how does he meet the...
16 Juli 202212min
Let's Do Some Inflation Math
Jared Dillian tweeted it out: “It would take 8 months of 0.0% CPI readings to get CPI back to 5%.” And that was before the Commerce Department reported retail sales grew by a greater-than-expected 1% ...
16 Juli 202235min
