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EssentialDaily Briefing

Daily Briefing - October 22, 2020

Featuring Haley Draznin, Ed Harrison, and Peter Boockvar

Oct 22, 2020 • 33 minutes

147

21

Essential

Daily Briefing

Daily Briefing - October 22, 2020

Ed Harrison & Peter Boockvar discuss some of the most recent macroeconomic data releases and what they portend for the economy.

Featuring Haley Draznin, Ed Harrison, and Peter Boockvar

Oct 22, 2020 • 33 minutes

Managing editor, Ed Harrison, talks to Peter Boockvar, chief investment officer of Bleakley Advisory Group, about some of the most recent macroeconomic data releases such as jobless claims and existing home sales and what they portend for the economy. Boockvar also explains why recent comments from the Fed and the level on the 10-year Treasury bond matter. What this means: The macro is telling Boockvar to watch for an uptick in cyclical inflation and he's using it in conjunction with bottoms-up analysis to build a portfolio. Real Vision reporter Haley Draznin analyzes the surge in corporate bonds as companies have done so much refinancing in one year and she looks at the new jobless claims out today which are at the lowest level since the coronavirus pandemic hit in March. 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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