The Battle Against Inflation is Far From Over



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

U.S. producer prices (PPI) rose 0.7% in January, calling into question the prevailing disinflation narrative for the second time this week. Maggie Lake is joined by Peter Boockvar, the CIO of Bleakly Advisory Group, to help break down all the latest inflation data and discuss the Fedā€™s chances at navigating any sort of soft landing. Weā€™ll also hear from Andreas Steno Larsen on why itā€™s so important to pay attention to the NFIB price plan survey when it comes to pricing pressure. You can watch that full interview here: https://rvtv.io/3Itusiw

We want to hear from you, so be sure to get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

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The Battle Against Inflation is Far From Over

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

How Aggressive Does the Fed Need to Get?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

U.S. stocks are sliding into the weekend, as investors contemplate the risk of sticky inflation and soaring U.S. Treasury yields. Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, joins Maggie Lake to break down the latest price action and discuss the monumental task facing the Fed. This is another extended Friday edition of the show, and in Part 2 Dr. Sri-Kumar will explain whatā€™s driving central bank decisions around the globe. That will be available only to Real Vision members.

Weā€™ll also hear an update from Andreas Steno Larsen on global liquidity, and why he thinks liquidity may have already bottomed. You can watch that entire Stenoā€™s Signals episode here: https://rvtv.io/3Itusiw

That will be available only to Real Vision members, and youā€™re not going to want to miss it. If you want in on the action, you can start a 7-day trial for $1 and see what you think. Sign up here: https://www.realvision.com/discount10

We want to hear from you, so be sure to get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
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How Aggressive Does the Fed Need to Get?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

Are Markets in for a Rough Ride?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

U.S. equities are tumbling as the 10-Year Treasury yield rose to 3-month highs as investors worry about interest rates ahead of tomorrowā€™s FOMC minutes reveal.

Maggie Lake is joined by Jared Dillian, editor of the Daily Dirtnap to discuss current market sentiment, which direction he sees markets heading in the short-term, the apparent re-rating of the risk happening in bond markets, and where heā€™s looking for value in the chop.

Plus, weā€™ll hear from Nancy Davis, founder of Quadratic Capital Management, about why the $8 trillion U.S. balance sheet is a monster lurking that no one is paying attention to. You can watch that entire interview here: https://rvtv.io/3XLP0ac

We want to hear from you, so be sure to get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
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Are Markets in for a Rough Ride?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

Can Anyone Out-Hawk the Fed?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoonā€™s FOMC minutes. The minutes confirmed that most Fed members are on board with the continued fight against inflation. Maggie Lake sits down with Michael Kao, the CEO of Akanthos Capital Management, to discuss the price action, his outlook for the global economy, and why heā€™s concerned that too many investors are engaged in a dangerous, self-fulfilling cycle of over-exposure.

Plus, weā€™ll hear from Jacob Shapiro, the Director of Geopolitical Analysis at Cognitive Investments, on why thereā€™s opportunity in supply chains even if they donā€™t ease. You can watch that entire interview here: https://rvtv.io/3YUly3j
We want to hear from you, so be sure to get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
https://www.realvision.com/discount10

Connect with Real Visionā„¢ Online:
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Can Anyone Out-Hawk the Fed?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

Is There Pain Ahead for Risk Assets?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

U.S. equities continue to chop after falling from the recent highs, as investors weigh recent Fed comments and conflicting economic data. Maggie Lake sits down with the Dale Pinkert, head of trader development at TradeGatehub, to help us understand the many factors driving price across asset classes. Plus, weā€™ll hear from Andreas Steno Larsen on why he thinks a U.S. recession is coming in the second half of 2023. You can watch that entire interview here: https://rvtv.io/3XX6VLt

We want to hear from you, so be sure to get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
https://www.realvision.com/discount10

Connect with Real Visionā„¢ Online:
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Is There Pain Ahead for Risk Assets?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

Are People Evacuating Soft Landing Island?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

U.S. stocks tumbled and treasury yields jumped after data showed the Federal Reserveā€™s favored measure of inflation- the core PCE price index- rose more than expected last month. Jim Bianco, President of Bianco Research joins Maggie Lake to talk about the current battle with inflation, how the Fed is handling the fight and whatā€™s coming later in 2023. In the second half of the show, weā€™ll dive into credit markets and answer your questions! Plus, weā€™ll get a peek into the latest episode of My Life in 4 Trades featuring Mike Green. He says beware of the liquidity trap in this current economic environment. That interview will be released on Monday. Donā€™t miss it!

We want to hear from you, so be sure to get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
https://www.realvision.com/discount10

Connect with Real Visionā„¢ Online:
Twitter: https://rvtv.io/twitter
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Are People Evacuating Soft Landing Island?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

What Are Global Money Flows Telling Us?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

Tech stocks are leading U.S. equities higher as bond yields pull back ā€” but not until after the 2-Year Treasury note hit its the highest level since January 2007. Maggie Lake is joined by Geo Chen, director of Three Quays Pte. Ltd. and the author of Fidenza Macro, to hear how bond market volatility and global liquidity dynamics are moving markets. Plus, weā€™ll hear from Simplify chief strategist Mike Green, who explains why heā€™s so worried that the current environment looks like 1929. You can watch that entire interview here: https://rvtv.io/3IYdyZB

You can read all of Geoā€™s work here: https://fidenza.substack.com

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
https://www.realvision.com/discount10

Connect with Real Visionā„¢ Online:
Twitter: https://rvtv.io/twitter
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What Are Global Money Flows Telling Us?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

Does This Oil Bounce Back Have Legs?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

U.S. Treasury yields added to their monthly gains and equities chopped along as investors weighed the consequence of tighter monetary policy for longer. Meanwhile, oil rallied 2% on more bullish news coming out of China. Maggie Lake is joined by Tony Greer, founder of TG Macro and the editor of the Morning Navigator, to hear his views on stocks, metals, an energy rotation, and the dollar breakout.
Plus, weā€™ll hear from Jamie McDonald on why investors need to pay attention to copper. You can watch that entire interview here: https://rvtv.io/3ZoqlKg. And check out more of Tonyā€™s work here: https://tgmacro.substack.com.

We want to hear from you, so get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
https://www.realvision.com/discount10

Connect with Real Visionā„¢ Online:
Twitter: https://rvtv.io/twitter
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Does This Oil Bounce Back Have Legs?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

Time To Tune In To Heavy Metals?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

Industrial metals bounced after strong economic data out of China, while U.S. equities logged another red day to start the month of March. Maggie Lake is joined by Michele ā€œMishā€ Schneider, the Director of Trade Education and Research at MarketGauge.com, to hear where she thinks this market is headed and how sheā€™s playing everything from metals, energy, and agriculture to tech.

Plus, weā€™ll hear from bond market veteran Jeff Moore in a conversation with Raoul about why inflation is so pivotal to the next move in bonds. You can watch that entire interview here: https://rvtv.io/3ENUNpk and see more of Mishā€™s work here: https://marketgauge.com.

We want to hear from you, so get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
https://www.realvision.com/discount10

Connect with Real Visionā„¢ Online:
Twitter: https://rvtv.io/twitter
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Time To Tune In To Heavy Metals?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusionā€¦The material in REAL VISION GROUP video programs and publications {collectively referred to as ā€œRV RELEASESā€} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, ā€œAffiliated Partiesā€} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individualā€™s, group of individualsā€™ or entityā€™s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that ā€“ now stop reading the small print and go and enjoy Real Vision.

source

If Cash Is King, Are Stocks Trash?



šŸ”„ š…š‘š„š„ Newsletter: Understand Whatā€™s Moving Markets ā€” In Minutes! http://www.realvision.com/rvdb

U.S. equities were relatively unchanged, but apparently they missed the message from the bond market. Across the board, U.S. Treasury yields are now over 4%, with a confluence of economic data in the States and Europe muddying the macro picture. Maggie Lake is joined by Tavi Costa, partner and portfolio manager at Crescat Capital, to hear why he believes this is the beginning of an exciting period for macro and value investors.

Plus, weā€™ll also hear from Andreas on what persistent services inflation means for the U.S. and the rest of the world. Watch that entire interview here: https://rvtv.io/3J3ny3I. And you can check out more from Tavi here: https://www.crescat.net.

We want to hear from you, so get your questions in.

#macro #realvision #financialmarkets

About Real Visionā„¢:
Real Visionā„¢ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

š—šš—˜š—§ šŸ³ š——š—”š—¬š—¦ of Real Vision Premium access & insights for only $šŸ­ (seriously!)
https://www.realvision.com/discount10

Connect with Real Visionā„¢ Online:
Twitter: https://rvtv.io/twitter
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If Cash Is King, Are Stocks Trash?

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