Daily Briefing – August 10, 2020

Published on
August 10th, 2020
Duration
34 minutes


Daily Briefing – August 10, 2020

Daily Briefing ·
Featuring Jack Farley, Ash Bennington, and Ed Harrison

Published on: August 10th, 2020 • Duration: 34 minutes

Real Vision senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the pivotal forces driving markets. They discuss bank balance sheets in Europe and how compression of net interest margins are damaging bank earnings. Ash discusses supply constraints of consumer staples, and Ed analyzes volatility, market breadth, and “bear steepening” through the lens of his recent interviews with Milton Berg and Charlie McElligott. They also look forward to a market of lower growth and higher prices. In the intro, Jack analyze Berkshire Hathaway’s recent Q2 earnings report.

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