Tag: Inflation

Federal Reserve officials believe that “substantially more evidence” of slowing inflation is necessary before the central bank cuts interest rates this year, according to the December FOMC minutes which were released Wednesday afternoon. Fed officials cited concern that inflation could prove “modestly persistent,” and said that higher rates for longer will be necessary to fight inflation. Officials agreed that rate cuts shouldn’t happen in 2023. On today’s Daily Briefing, Darius Dale, the founder of 42 Macro, joins Maggie Lake to discuss the market’s response to this news, his view of inflation, and what it all means for global assets as we navigate the year ahead. Plus, we hear from Mish Schnieder of MarketGauge.com who gives us her opinion of where inflation will head in 2023. Watch the entire interview here: https://rvtv.io/3Z30tEi

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The Fed Stays Strong: Higher Rates for Longer

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely 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 to 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 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 – now stop reading the small print and go and enjoy Real Vision.

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U.S. stocks are down after new employment and jobless claims data released this morning indicated a still-resilient labor market.

Private-sector employment rose by 235,000 in December, according to the latest ADP employment report, well above expectations. Annual pay for “job-stayers” rose 7.3%. Meanwhile, new jobless claims came in below estimates. On today’s show, Michael Gayed, the portfolio manager at Toroso Investments and editor of The Lead-Lag Report, joins Andreas Steno Larsen to discuss what signals caused him to switch from calling for a “melt-up” to an “imminent crash” at the end of 2022, and where he believes market conditions are pointing next. Plus, we hear from David Higgins about the possibility of a 2023 recession and why it might last longer than many expect. Watch the entire interview here: https://rvtv.io/3Qg3OvV

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Melt up to Melt Down

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely 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 to 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 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 – now stop reading the small print and go and enjoy Real Vision.

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With Nonfarm payrolls coming in above estimates, and wage growth softer than expected, Atlanta Fed President Raphael Bostic said today that “the Fed needs to stay the course” with regard to raising interest rates in 2023. U.S. equities rallied on the news — essentially calling the Fed’s bluff as the market prices in a pause in the coming months and rate cuts in the latter half of the year.

On today’s show, Maggie Lake sits down with Peter Boockvar, CIO of Bleakly Advisory Group, to sift through the market’s response to mixed economic data and hear why Peter believes that the Fed is almost done hiking rates.

As he wrote in the latest edition of The Boock Report, Peter believes that the market won’t find a bottom “until everyone throws in the investing towel not wanting to ever own a stock again.” He’ll share where he believes we’re at in that process, and where he’s looking for opportunities along the way.

#Fed #monetarypolicy #financialmarkets

Plus, we’ll also see a clip from our new series, Steno’s Signals, with Andreas Steno Larsen, on what falling inflation means for equities and energy. Watch the entire interview here: https://rvtv.io/3GqqeWL

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Is This What a Soft Landing Looks Like?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely 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 to 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 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 – now stop reading the small print and go and enjoy Real Vision.

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The stock market continued to rally on Monday, pushing higher from Friday’s big gains with the technology sector leading the way. At the time of this writing, the Nasdaq Composite is up 1.67%. On today’s show, Jared Dillian, editor of The Daily Dirtnap newsletter, joins Ash Bennington to discuss the overall market sentiment, why he’s monitoring Tesla ($TSLA), and how he’s positioning his portfolio for the months ahead. We also hear from Howard Lindzon, general partner at venture capital firm Social Leverage, who explains why he’s worried about growth in 2023. Watch the entire interview here: https://rvtv.io/3k2caLi

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Just Another Bear Market Rally?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely 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 to 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 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 – now stop reading the small print and go and enjoy Real Vision.

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On today’s show, Shawn Hackett, president of Hackett Financial Advisors, joins Maggie Lake to discuss the latest developments in markets and the state of global macro conditions with an eye toward commodities. Shawn’s a commodities expert, and he’ll talk to the to the flooding in California, other erratic weather and upcoming patterns to explain what they mean for everything from agricultural products to energy to the U.S. dollar.

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

Thanks for watching The Daily Briefing. Sign up here with your email address to have every episode delivered to your inbox Monday-Friday: http://rvtv.io/DailyBriefEmail

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.

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What a Drought Would Mean for Inflation?

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely 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 to 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 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 – now stop reading the small print and go and enjoy Real Vision.

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