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EssentialDaily Briefing

Daily Briefing - June 25, 2020

Featuring Nick Correa, Ash Bennington, and Ed Harrison

Jun 25, 2020 • 43 minutes

224

18

Essential

Daily Briefing

Daily Briefing - June 25, 2020

Senior editor Ash Bennington and managing editor Ed Harrison break down the latest economic data amid a bullish day on Wall Street.

Featuring Nick Correa, Ash Bennington, and Ed Harrison

Jun 25, 2020 • 43 minutes

Senior editor Ash Bennington and managing editor Ed Harrison break down the latest economic data amid a bullish day on Wall Street. They discuss the rising infections in states like Texas, Arizona, and Florida, and they take a data-driven look at the apparent stalling of the jobs recovery and the reversal of the durable goods slowdown. Ash looks at how peoples' marginal propensity to spend is affecting the recovery, while Ed explores whether different asset classes are pricing in different recovery "shapes" (equities pricing in a V-shape, high-yield pricing in a Nike swoosh, and investment grade pricing in a "reverse radical"). In the intro, Nick Correa discusses what's happening in Texas and how the virus spread undetected for several weeks before the US locked down. 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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