All Podcasts Real Vision Daily Briefing: Finance & Investing What Does Commodity Price Action Tell Us About the Economy?

Episode Summary

Jun 28 2022 . 31 MIN
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What Does Commodity Price Action Tell Us About the Economy?

The S&P 500 is down nearly 18% year to date, its worst first-half performance since 1970. U.S. consumer confidence dropped to its lowest level in 16 months in June, as inflation continues to extract its due. And Google searches for "recession" have reached a new high, according to Andreas Steno Larsen. “Typically,” he adds, “that only happens during actual recessions. Are we already in one, or is the risk overstated by now?” The fear of slowing growth now supplanting the fear of inflation, markets have fresh fuel to reprice assets across the risk spectrum. Andreas Steno Larsen joins Ash Bennington to talk about inflation, recession, and recent price action, including the particular pressure on convertible bonds. We also hear from Michael Gayed about an emerging counter-trend trade based on a correction for crude oil and commodities. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3u7AgGV. Watch the full conversation featuring Michael Gayed here:

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Hosts

Ash Bennington headshot

Ash Bennington

Maggie Lake headshot

Maggie Lake

Raoul Pal headshot

Raoul Pal

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