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EssentialDaily Briefing

Daily Briefing - August 26, 2020

Featuring Nick Correa, Ash Bennington, and Ed Harrison

Aug 26, 2020 • 31 minutes

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13

Essential

Daily Briefing

Daily Briefing - August 26, 2020

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff.

Featuring Nick Correa, Ash Bennington, and Ed Harrison

Aug 26, 2020 • 31 minutes

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff. Within an environment of secular stagnation, they talk about the cross-asset play between bonds and equities as well as how overall credit tightening in the financials sector and the velocity of M2 money plummeting will have pernicious effects on growth. They also consider the dichotomy of monetary and fiscal policy and why the Fed will have to continue throwing all their chips in should fiscal authorities continue to be hawkish. In the intro, Nick Correa gives an overview of the tightening of credit markets. 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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