12:18

EssentialDaily Briefing

Is Inflation Cooling Fast Enough for the Fed?

Featuring Gordon L. Johnson and Maggie Lake

September 12 at 8:00PM • 12 minutes

Essential

Daily Briefing

Is Inflation Cooling Fast Enough for the Fed?

The market is pricing in a 92% chance of a 75-basis-point rate hike later this month.

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Featuring Gordon L. Johnson and Maggie Lake

September 12 at 8:00PM • 12 minutes

The New York Federal Reserve’s monthly consumer survey showed expectations for inflation over the next 12 months declined to 5.75% in August from 6.2% in July, as investors await Tuesday’s release of Consumer Price Index data for more clues about the direction of U.S. monetary policy. Gordon Johnson, the founder of GLJ Research, joins Maggie Lake to talk about how the Federal Reserve will interpret recent inflation data in the broader global economic context. With stocks on the rise, yields on the decline, and the inflation genie seemingly on its way back into the bottle, are things really getting better? We also hear from Mike Novogratz, who was live at the SALT Conference in New York City, about opportunities that are sure to emerge over the next three to five years amid a shifting macro landscape. We apologize for the abbreviated episode, as we were dealing with technical issues that caused it to be cut short. We’ve resolved those issues, and we hope to get Gordon Johnson back on the Daily Briefing soon to talk about the global economy.

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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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