35:06

EssentialDaily Briefing

If Not Now, When Will Inflation Peak?

Featuring Ash Bennington and Harry Melandri

July 20 at 8:00PM • 35 minutes

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Essential

Daily Briefing

If Not Now, When Will Inflation Peak?

Harry Melandri sees "a lot of upward pressure in U.S. year-over-year CPI until October."

Featuring Ash Bennington and Harry Melandri

July 20 at 8:00PM • 35 minutes

The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year high in June, consumer prices rising 9.4% from a year earlier and adding pressure on the Bank of England for a response. Meanwhile, a gauge from the European Commission showed Euro Area consumer confidence dropped to its lowest level on record. And two measures of the health of the U.S. housing market showed significant deterioration last month. Still, according to Harry Melandri, we likely haven’t seen “peak inflation,” and so central banks will keep hiking rates. Melandri, an advisor at MI2 Partners, joins Real Vision’s Ash Bennington to talk about how the Fed might respond to core CPI readings over the next quarter and to express his skepticism over Russia’s weaponization of its natural gas. “Do they need the money more than we need the gas?” We also hear from Harris Kupperman about why the Federal Reserve is “gonna slow down” and “take a pause.” Watch Stephan Clapham’s full interview with Harris here: https://rvtv.io/3O8F0Dt. 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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