34:37

EssentialDaily Briefing

Did Macron Convince Putin Not To Invade Ukraine?

Featuring Tony Greer and Alfonso Peccatiello

February 08 at 9:00PM • 34 minutes

170

5

Essential

Daily Briefing

Did Macron Convince Putin Not To Invade Ukraine?

Markets rallied on news of the French president's six-course meal with Russia's president.

Featuring Tony Greer and Alfonso Peccatiello

February 08 at 9:00PM • 34 minutes

President Emmanuel Macron of France met with President Vladimir Putin of Russia in Moscow on Monday and emerged with what seemed like good news: There’d be no further escalation of the Ukraine crisis. Indeed, equity indexes rallied, and crude oil prices backed off seven-year highs. But the Kremlin, while conceding the meeting had provided the basis for further work toward deescalation, said Macron’s interpretation of Putin’s intentions was “not right.” Meanwhile, President Joe Biden hosted new German Chancellor Olaf Scholz for talks about the situation in the Baltics, agreeing that construction of the critical Nord Stream 2 natural gas pipeline would be stopped should Russia invade Ukraine. Tony Greer, founder of TG Macro and editor of the Morning Navigator newsletter, joins Real Vision’s Alfonso Peccatiello to sort out implications for stock and commodity markets in light of recent geopolitical events. Tony also talks about why the FAANG stocks have lagged of late, particularly relative to energy. And Weston Nakamura, our man on the ground in Asia, drops in to share insights on China’s recent moves to accommodate markets even as western policymakers withdraw stimulus. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3guKIB9 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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