Will the Market Pick a Direction?



The yield on the 10-year U.S. Treasury note surged to a fresh cycle high of 4.18% on Thursday, as stocks struggled to hold gains amid more hawkish talk from Federal Reserve officials about inflation. Across the pond, the British pound has returned to pre-mini-budget level, the gilt market has calmed, and Liz Truss has resigned as the shortest-serving Prime Minister of the United Kingdom in history. And Elon Musk might someday own Twitter, but his electric car business posted weak earnings. Tom Thornton, the founder of Hedge Fund Telemetry, joins Ash Bennington for today’s Daily Briefing to talk about how he’s approaching the markets these days, the bullish pattern developing in crude oil, and Tesla’s disappointing quarter. We also hear from Christopher Dembik about the U.K.’s devolution into an emerging market. Watch Ash Bennington’s full interview with Christopher Dembik here: https://rvtv.io/3CINMEc. And we want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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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Will the Market Pick a Direction?

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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To Go Too Far or Not Far Enough



The market is all set for a 75-basis-point rate-hike in November, though San Francisco Federal Reserve President Mary Daly stoked an equity rally on Friday when she said the central bank should try to avoid an “unforced downturn” by over-tightening. The U.S. dollar softened against major currency pairs, including the Japanese yen in spectacular fashion, and Treasury yields also declined. Saudi Arabia and China are forging new ties over crude oil, as the geopolitical-macroeconomic landscape continues to shift. Ash Bennington welcomes Warren Pies, the founder of 3Fourteen Research, to talk about what the Fed will look at as it determines policy from here, the key factors driving inflation right now, and the state of the global energy market. We also hear from Victor Shih about China’s priorities for the next five years and its changing position in the global economy. Watch the complete conversation between Victor Shih and Maggie Lake here: XXX. And we want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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.

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

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To Go Too Far or Not Far Enough

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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So When Comes the Powell Pivot?



It appears that inflation finally eased last month, as the rate of underlying price increases excluding energy and food slowed from a 40-year high. And U.S. stocks are staging their biggest rally since 2020. Weston Nakamura welcomes Andreas Steno Larsen at the top of today’s Daily Briefing to break down October Consumer Price Index data and provide some context for today’s “melt-up.” Then, Weston and CrossBorder Capital CEO Michael Howell assess the broader investing climate, including the key issue driving price action: liquidity. “The next few months will be challenging,” Howell wrote in his most recent note to clients, “as recession hits earnings and central banks raise rates further.” Michael and Ash Bennington discuss “Everything You Need To Know About Liquidity” here: rvtv.io/3Eo5wah.We want to hear from you too – please share your questions, comments, and suggestions.

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So When Comes the Powell Pivot?

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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Is It Time To Take a Deep Breath?



U.S. equity indexes drifted into mildly positive territory two hours shy of Monday’s close, continuing to digest October’s Consumer Price Index data, relatively dovish words from Federal Reserve insiders, and the still-unraveling FTX situation. With inflation seeming to ebb as a global concern, President Joe Biden is in China for his first face-to-face meeting with President Xi Jinping. “I continue to maintain that China is a significant risk for global investors,” notes Komal Sri-Kumar. “That goes for both investors in that country as well as for global markets in general.” The founder and president of Sri-Kumar Global Strategies joins Weston Nakamura to talk about consequences of too-rapid a transition from overly accommodative to overly restrictive monetary policy and what comes next for the economy. We also hear from performance coach Denise Shull of The Rethink Group about how to manage emotion and maximize effective decision-making in high-stress situations. Watch the full conversation between Denise Shull and Maggie Lake here: https://rvtv.io/3E4p2XT. We want to hear from you too – please share your questions, comments, and suggestions!

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Is It Time To Take a Deep Breath?

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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Is the Market Getting Ahead of Itself?



Softer-than-expected U.S. Producer Price Index data for October reinforced the hope that inflationary pressures are finally beginning to ease and fired a strong open for equities Tuesday morning. “Be patient,” advises Dale Pinkert, “and wait for pullbacks.”

Pinkert, the head of trader development at TradeGateHub, joins Maggie Lake to talk about whether the trend has changed for the U.S. dollar and key levels to watch for the euro, precious metals, and soft commodities. We also hear from Dave Floyd of Aspen Trading Group about the technical indicators that guide his trading day.

Watch the full conversation between Dave Floyd and James Helliwell here: rvtv.io/3AiGXJi. We want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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.

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™:
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Is the Market Getting Ahead of Itself?

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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Has the Buck Topped Here?



U.S. retail sales were up more than expected in October, posting the biggest month-over-month gain since February, but equity indexes struggled after Target posted disappointing third-quarter results and warned of a soft fourth quarter too. The yield on the 10-year Treasury yield declined, though the two-year/10-year curve inversion deepened on expectations the Federal Reserve will maintain a hawkish monetary course. The Atlanta Fed’s GDPNow tool currently shows 4.4% fourth-quarter growth. Marc Chandler, the managing director of Bannockburn Global Forex would take issue with that forecast: “The US economy is expected to struggle under the weight of past monetary tightening,” he notes, “and what we do not appreciate is the extent of fiscal tightening.” Marc joins Maggie Lake to talk about the big picture, how it’s reflected in currency pairs and global yields, what we should expect from the Federal Reserve, and why we should be skeptical of China. We also hear from Roger Hirst about the broader implications of a dollar pull-back. Watch the full Insider Talks episode featuring Roger Hirst here: rvtv.io/3AiGXJi. We want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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.

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™:
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Has the Buck Topped Here?

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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How Do We Navigate This Market?



The yield on the 10-year U.S. Treasury note spiked and equity indexes sagged Thursday, as St. Louis Federal Reserve President James Bullard said the Federal Reserve still has a lot of work to do before it brings inflation under control. That follows San Francisco Fed President Mary Daly’s remark on Wednesday that a pause in rate hikes was “off the table.” Meanwhile, the United Nations has brokered a deal that will get Ukrainian grain transiting the Black Sea safely, easing pressure on global food prices, and China’s COVID policy remains as opaque as ever. Andreas Steno Larsen welcomes Tony Greer, the founder of TG Macro and the editor of the Morning Navigator newsletter, to interpret recent Fedspeak and to talk about what’s happening in commodities markets. We also hear from Juliette Declercq about how the Federal Reserve can navigate a soft landing and why she’s focused on U.S. equities. Watch the full conversation between Juliette Declercq and Raoul Pal here: https://rvtv.io/3AoHkSt. We want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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.

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™:
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How Do We Navigate This Market?

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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Be Careful What You Wish For



U.S. equity indexes were mixed heading into the final two hours of the trading week, a fitting close as investors continue to struggle with data that suggest inflation has peaked and a Federal Reserve that, at least in public word, seems as hawkish as ever. “On November 10, 2022, inflation died,” Warren Pies writes in the most recent note from 3Fourteen Research. “And, despite our view that inflation is going to decelerate quickly over the coming year, there are still risks that could resurrect the beast.” Is the U.S. leading the way lower, or will inflation flare again? Warren joins Andreas Steno Larsen for today’s Daily Briefing to talk about why bonds are the place to be and equities are at the top end of their range. We also hear from Kokou Agbo-Bloua, the Global Head of Economics at Societe Generale, about the ongoing transition from a lower-for-longer to a higher-for-longer rate environment. Watch the full conversation between Kokou Agbo-Bloua and James Helliwell here: https://rvtv.io/3UPnZSG. We want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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.

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

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Be Careful What You Wish For

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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It's the Return of the Safety Trade



It’s a Thanksgiving-abbreviated trading week in the U.S., but there’s no lack of compelling evidence to sift this Monday. Stocks were mixed two hours ahead of the close, but long-duration Treasury yields had sent a decidedly risk-off message on signs the domestic economy is slowing. Crude oil prices reached lows not seen since January, with OPEC denying reports it will discuss production increases when it meets in December. And we’ll have more insight on central bank thinking when minutes from the recent Federal Open Market Committee meeting are released on Wednesday. Greg Weldon, the CEO of Weldon Financial, joins Andreas Steno Larsen for today’s Daily Briefing to talk about what a re-assertion of dollar strength means for the market right now. We also hear from Michael Gayed about the implications of falling U.S. Treasury yields in an excerpt from the October 28 Daily Briefing. Watch the full conversation between Michael Gayed and Andreas Steno Larsen here: rvtv.io/3VizvWO. We want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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

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™:
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It’s the Return of the Safety Trade

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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How Long Can This Rally Last?



All three major U.S. equity indexes were up about 1% heading into Tuesday’s close, rallying on light volume as investors look forward to a long holiday weekend with hope the Federal Reserve will soon ease off the monetary tightening. That’s even with sentiment indicators like the Bank of America Fund Manager Survey showing a base-case expectation for “stagflation.” Maggie Lake welcomes Daily Dirtnap editor Jared Dillian to the Daily Briefing to talk about what key markets are telling us heading into the end of the year and how the Fed is likely to handle recent softer inflation data. And Andy Constan, the CEO of Damped Spring, explains the two ways central bankers can really kill inflation. Watch the full conversation between Andy Constan and Andreas Steno Larsen here: https://rvtv.io/3TXQsEA. We want to hear from you too – please share your questions, comments, and suggestions!

Editor’s Note: Our live chat feature will be unavailable for four to six weeks 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.

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™:
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How Long Can This Rally Last?

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