Published on: October 13th, 2020 • Duration: 34 minutes
Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of big moves today in equities, bonds, and the dollar. Greer analyzes the latest CPI reading through the lens of the ECB’s piggy-back announcement that it too would let inflation run hot. Greer then breaks down today’s bond rally as the dollar retracement coincided with significant sector rotations in the S&P 500. Bennington and Greer then analyze the latest newsflow from Washington D.C, including the status of President Trump’s health, the progress of stimulus talks in Congress, and the outcome of the upcoming presidential election. In the intro, Ash speaks to editor Jack Farley about the latest earnings reports from U.S. banks JPMorgan Chase and Citigroup.