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EssentialDaily Briefing

Daily Briefing - October 8, 2020

Featuring Haley Draznin, Ed Harrison, and Roger Hirst

Oct 08, 2020 • 24 minutes

203

12

Essential

Daily Briefing

Daily Briefing - October 8, 2020

Managing editor, Ed Harrison, is joined by managing editor, Roger Hirst, to talk stimulus, currencies, and the Treasury market.

Featuring Haley Draznin, Ed Harrison, and Roger Hirst

Oct 08, 2020 • 24 minutes

Managing editor, Ed Harrison, is joined by managing editor, Roger Hirst, to talk stimulus, currencies, and the Treasury market. Roger provides his thoughts on the latest Fed minutes by discussing how the Fed is setting up inflation expectations through TIPS as well as holding rates low for the next few years. The difficulties, he says, will be in maintaining inflation expectations while not allowing for yields to be drive upward. This leads into a discussion about currencies where Roger elaborates how a weaker dollar will lead to a stronger euro and yen, setting the stage for an unfavorable deflationary scenario for Europe and Japan. They also talk about the dollar's slow grind to the downside, how increasing bond volatility would creep into other assets, and how U.S. markets are pricing in for fiscal stimulus regardless of who wins the presidential election. Real Vision reporter Haley Draznin explains the back-and-forth on fiscal stimulus negotiations and why the Fed could issue a monetary policy offset to try and sustain economic momentum. Click here to go to Lyn Alden's forum on the impact of fiscal policy on different asset classes and submit questions ahead of time: http://rvtv.io/lyn-alden 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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