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Essential

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Daily Briefing

Is Big Tech About to Make Another Run?

Stocks chop, oil spikes, and yields tick higher as investors await Thursday's CPI print.

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Featuring Tony Greer and Maggie Lake

Jan 09, 2024 • 33 minutes

Tony Greer, editor of The Morning Navigator newsletter, joins Maggie Lake to discuss what’s driving price in the tech sector, his expectations for bonds, and how he’s preparing his portfolio ahead of this week's critical December CPI and PPI prints. The Morning Navigator is a trade publication where Tony applies his own inimitable method of following markets and boils them down into high-conviction trade ideas. Real Vision members can save $200 on an annual subscription to The Morning Navigator by heading to https://www.realvision.com/marketplace

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.

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.

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