39:47

EssentialDaily Briefing

"A Keynesian Beauty Contest -- But With No Beauty"

Featuring Jack Farley, Ash Bennington, and Ed Harrison

Dec 04, 2020 • 39 minutes

225

19

Essential

Daily Briefing

"A Keynesian Beauty Contest -- But With No Beauty"

Ash Bennington hosts Ed Harrison to break down today's dismal data on the state of the U.S. labor market.

Featuring Jack Farley, Ash Bennington, and Ed Harrison

Dec 04, 2020 • 39 minutes

Real Vision senior editor Ash Bennington (“Cash Pennington”) hosts managing editor Ed Harrison to break down today’s dismal data on the state of the U.S. labor market. Ed and Ash put in context the non-farm payroll figures, released today, and contrast this dreadful print with the rally in U.S. equities. After reflecting on what these job numbers means for the yield curve and interest rate margins, Ed and Ash conduct an even-handed analysis of the worsening data on COVID-19 cases, deaths, and hospitalizations. In the intro, editor Jack Farley explores why the investors seem convinced that the adverse jobs data is actually good news for the stock market. For Lyn Alden's latest article on the Eurodollar system, click here: https://www.lynalden.com/fraying-petrodollar-system/. Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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