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EssentialDaily Briefing

Global Growth Engines Are Stalling

Featuring Andreas Steno Larsen and Weston Nakamura

July 26 at 8:00PM • 32 minutes

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6

Essential

Daily Briefing

Global Growth Engines Are Stalling

Wal-Mart's second profit warning in just over two months speaks directly to the issues facing the global economy.

Featuring Andreas Steno Larsen and Weston Nakamura

July 26 at 8:00PM • 32 minutes

The International Monetary Fund cut its global growth projections for 2022 and 2023, describing the outlook as “gloomy and more uncertain.” That general picture is reflected in cuts to quarterly and annual profit forecasts by U.S. retail bellwether Walmart $WMT. The European Union’s natural gas crisis did take a relatively constructive turn with an agreement by member countries to cut consumption by 15%. Investors will be focused on the Federal Open Market Committee until its decision on Wednesday and the post-meeting press conference. Will it be 50, 75, or even 100 basis points? Weston Nakamura joins Andreas Steno Larsen to talk about the Federal Reserve’s options, the potential ripple effects of those choices, and why the Japanese yen remains a critical indicator of the health of the financial system. We also hear from Jeffrey Snider about what the eurodollar futures curve is telling us about the condition of the global economy. Watch the full interview featuring Steven Van Metre, Jeffrey Snider, and Darius Dale, with Roger Hirst’s “post game” commentary, here: https://rvtv.io/3cI5JcG. 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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