When & How Would China's Reopening Take Place?



In a rare moment, mass protests broke out all across China as anger over “zero COVID” restrictions peaked in late November. Authorities quashed the collective skeptical impulse.

But, in recent days, they’ve also committed to “baby steps” out of current policy. Does this indicate Xi Jinping and the Communist Party of China will accelerate the long-anticipated reopening of the world’s second-largest economy? And, even if they do, what will China’s role be in a shifting global economic order?

Andreas Steno Larsen welcomes Shehzad Qazi, the chief operating officer of China Beige Book International, for a conversation about the long-term implications of China’s popular uprising, the condition of the Chinese economy, and the Middle Kingdom’s role on the world stage. Recorded on November 29, 2022.

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#chinaeconomy #china #chinanews

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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CPI Report



The CPI consists of eight major components, each representing a different category of consumer spending. Each of these categories is assigned a weight by the Bureau of Labor Statistics (BLS) based on its importance to the average consumer’s spending habits. This weight determines how much each category contributes to the commonly known headline inflation. The eight components with their weights as of February 2023 are:

Food and Beverages (14.3%): the cost of food items such as meat, poultry, fish, eggs, dairy products, fruits, and vegetables, as well as non-alcoholic beverages.

Housing (44.4%): The cost of renting or owning a home, including rent, mortgage payments, and property taxes.

Apparel (2.6%): The cost of clothing and footwear for men, women, and children.

Transportation (16.8%): The cost of purchasing and maintaining a vehicle, as well as the cost of public transportation, such as buses, trains, and airplanes.

Medical care (8.0%): The cost of medical services, prescription drugs, and health insurance premiums.

Recreation (5.4%): The cost of entertainment, such as movie tickets, sporting events, and recreational equipment.

Education and communication (5.8%): The cost of tuition, books, and supplies for education, as well as communication services, such as telephone and internet.

Other goods and services (2.7%): This category includes a wide range of goods and services, including personal care products, household goods, and services such as legal and financial advice.

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How to Position into the Fed Meeting



Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0.2%. In today’s show, Maggie Lake is joined by Spectra Markets’ president Brent Donnelly to help us understand the latest inflation data and what it means for next week’s Federal funds rate announcement. Plus, Brent will share some insights on trader positioning from his firm’s 2023 Q1 consensus survey. Shocker… everybody’s bearish. We also hear Former Hedge Fund Manager Russell Clark on why we are looking at macro all wrong. Watch the full interview here: https://rvtv.io/3FELx7C We want to hear from you, so make sure to get your questions in!

Editor’s Note: Our live chat feature remains unavailable as we upgrade our video player technology. We apologize for the temporary loss of function. But we assure you the upgrade will more than justify the wait. In the meantime, we will be monitoring the comments section. So, in addition to conversing with your fellow community members, please share your questions there.

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How to Position into the Fed Meeting

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Why Politics Should Drive Your Portfolio Decisions



Former Hedge Fund Manager Russell Clark has a new macro framework.

In this interview with Real Vision’s James Helliwell, he explains why macroeconomics is merely a subset of politics, and how that informs his investment decisions.

Plus, he offers thoughts on how to trade this new thesis. Recorded on December 1st, 2022.

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#portfolio #tradingstrategy #investingstrategy

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What Card Can the Fed Play Next?



On today’s Real Vision Daily Briefing, Bilal Hafeez, the CEO of MacroHive, joins Andreas Steno Larsen for a discussion on the upcoming Fed decision and what ripple effects it could have on the global economy. The market is pricing in a drop in inflation ahead of tomorrow’s CPI print, but will that signal a green light for investors?

Plus, we’ll also hear from expert Fed watcher Joseph Wang on why a recession won’t be as bad as many people think, and why inflation should be our main concern.

Watch the full interview here: https://rvtv.io/3FmKPL9
We want to hear from you, so make sure to get your questions

#financialmarkets #macro #federalreserve

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What Card Can the Fed Play Next?

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Cardano Outlook



Let’s talk about #Cardano and its native token #ADA.

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All Clear? Let s Hear from the Fed



Stocks surged this morning after cooler-than-expected inflation data showed that consumer prices in November rose at the slowest 12-month pace since December 2021. The Consumer Price Index (CPI) rose just 0.1% from the prior month and 7.1% year-over-year, down sharply from 7.7% YoY in October. But by noon ET, stocks erased all gains and now appear to be in a holding pattern ahead of tomorrow’s Fed rate decision. Is deflation starting to do some work for the Federal Reserve? Or will Fed Chair Jerome Powell & Co. keep hiking interest rates into a recession? On today’s Daily Briefing, Ash Bennington is joined by Real Vision senior markets editor Andreas Steno Larsen and Tony Greer of the Morning Navigator to discuss what various asset classes are signaling about inflation.

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All Clear? Let s Hear from the Fed

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Full Ep: Optimizing Your Investing Self for TOP Performance



In the first episode of a four-part series on how to position for 2023, Maggie Lake speaks with renowned Wall Street performance coach Denise Shull about why we wait too long to adjust for new years generally and how to avoid that trap.

In coming installments, we’ll look at January in a market-historical context, sharing ideas about adjusting your portfolio based on a shifting geopolitical-macroeconomic landscape.

TIMESTAMPS:
1 Why Do We Tend to Check Out Before the Holidays?  00:55
2 What Can We Do To Mentally Prepare For the New Year?  09:44
3 The Intellectual vs. The Emotional 0:21:33

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#tradingstrategy #tradingeducation #investingstrategy

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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S&P 500 Outlook



Let us talk about the #SP500, and how it relates to the bond market. We also dive into some macro metrics to understand where the economy is at the moment.

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Did Markets Shrug Off the BoJ Decision?



The yen slipped slightly today after surging almost 4% on Tuesday after the Bank of Japan surprisingly tweaked its yield curve control policy.

U.S. equities are up for the second straight day, providing a glimmer of hope for a better-than-expected earnings season. On today’s show, Andreas Steno Larsen is joined by the founder of 42 Macro, Darius Dale, to discuss where we are in the global liquidity cycle and what that means for his 2023 outlook. Andreas and Darius are fielding audience questions, so be sure to get yours in.

Plus, we’ll hear from Weston Nakamura on what everyone is missing in the BoJ’s hawkish turn. You can watch the entire breakdown here: https://rvtv.io/3YzHGAp

#BoJ #macro #Fed

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Did Markets Shrug Off the BoJ Decision?

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