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Essential

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Daily Briefing

Daily Briefing - March 27, 2020

With bad economic data already priced in, the real question is - what will the economy look like months from now?

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Featuring Ed Harrison and Raoul Pal

Mar 27, 2020 • 25 minutes

With bad economic data already priced in, the real question is – what will the economy look like months from now? In today's episode, Raoul Pal and Ed Harrison explore that question with particular focus on Raoul's strong dollar thesis and a new twist: the long gold, long dollar pairs trade. They also analyze this week's bear market rally and investigate how subsequent central bank policy might affect future price action.

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.

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.

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