Fed Week: How Much Is Too Much? w/ Roger Hirst



Check out Real Vision’s Roger Hirst breakdown and analyze the most important takeaways from Steven Van Metre, Jeffrey Snider, and Darius Dale’s conversation today on Real Vision Essential LIVE!

In about 48 hours, the Federal Reserve could announce the biggest rate hike since 1994 for a second consecutive month.

We’re talking about unprecedented moves to rein in bolting inflation. Markets are pricing in another 75-basis-point move at the conclusion of the Federal Open Market Committee’s meeting on Wednesday.

Jeffrey Snider, the chief strategist at Atlas Financial, thinks the Fed is off base.

“It isn’t some conundrum,” he tweeted. “The rate hikes are just wrong. Again.” Jeff panels up with Steven “The Bond King” Van Metre and Darius Dale, the founder, and CEO of 42 Macro, to assess the road ahead for the U.S. central bank, including forecasts for future rate hikes and coming recessions.

#federalreserve #fed #monetarypolicy

Thanks for watching Real Vision Finance!

✅ Subscribe to our channel now for more videos like this one: http://rvtv.io/SubscribeRVFinance​

About Real Vision™:
Real Vision™ 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.

Connect with Real Vision™ Online:
Real Vision Crypto: http://rvtv.io/RealVisionCrypto​​​​​​​​
Twitter: https://rvtv.io/twitter​​​​​​​​​​​​​​​
Instagram: https://rvtv.io/instagram​​​​​​​​​​​​​​
Facebook: https://rvtv.io/facebook​​​​​​​​​​​​​​
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

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

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} 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, “Affiliated Parties”} 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 for any individual’s, group of individuals’ or entity’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 instruments. 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 are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

source

The Land Of The Rising Yen?



The Japanese yen was the worst-performing major currency against the U.S. dollar in the first half of 2022, as investors worldwide, from global macro hedge funds to Japanese retail day-traders, piled into an extremely crowded “hawkish Fed versus dovish BoJ policy divergence” trade: Short the yen.

July’s Federal Open Market Committee meeting might have changed all that. Real Vision’s Tokyo-based global markets editor Weston Nakamura made a “long JPY” call heading into that FOMC meeting.

In a comprehensive follow-up commentary, Weston explains the mechanics behind the strongest rally in the yen since March 2020 by analyzing yen futures and options activity, shares additional details on shorting the euro against the yen, and forecasts yen action for the second half of the year.

See Weston’s Twitter thread from Friday, July 29, on the yen short squeeze, and follow him on Twitter @acrossthespread for real-time market commentary. Watch Weston’s previous video on the first half of 2022, “How the Bank of Japan Blew Up Markets in 2022,” here: https://youtu.be/_0a9DuqhVvU.

#financialmarkets #yen #currencies

Thanks for watching Real Vision Finance!

About Real Vision™:
Real Vision™ 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.

Connect with Real Vision™ Online:
Real Vision Crypto: http://rvtv.io/RealVisionCrypto​​​​​​​​
Twitter: https://rvtv.io/twitter​​​​​​​​​​​​​​​
Instagram: https://rvtv.io/instagram​​​​​​​​​​​​​​
Facebook: https://rvtv.io/facebook​​​​​​​​​​​​​​
Linkedin: https://rvtv.io/linkedin​​​​​​​​​​​​​​​

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

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} 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, “Affiliated Parties”} 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 for any individual’s, group of individuals’ or entity’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 instruments. 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 are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

source