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EssentialDaily Briefing

Daily Briefing - November 4, 2020

Featuring Peter Cooper, Ash Bennington, and Ed Harrison

Nov 04, 2020 • 34 minutes

197

23

Essential

Daily Briefing

Daily Briefing - November 4, 2020

In light of the market rally along with election uncertainty today, Ash Bennington & Ed Harrison ask, "just what exactly are the markets celebrating?"

Featuring Peter Cooper, Ash Bennington, and Ed Harrison

Nov 04, 2020 • 34 minutes

In light of the market rally occurring along with election uncertainty today, senior editor, Ash Bennington, and managing editor, Ed Harrison, together pose the question, “just what exactly are the markets celebrating?” They discuss how investors may not have considered the strong probability for an election outcome other than a blue wave - and what the policy implications might be in a split government. Going off of that, Ed and Ash also review the economic data that is rolling out this week, shedding light on how the recovery is slowly breaking down in key indicators of the overall economy. Ed then projects what that data could mean for the labor markets going forward, Q4 GDP numbers, and the monetary policy response. In the intro, Peter Cooper reviews the data for the ADP report, ISM Services Index, and the ISM Manufacturing Index. 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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