32:49

EssentialDaily Briefing

Is This Rally Just a Blip?

Featuring Maggie Lake and Jared Dillian

Feb 09, 2023 • 32 minutes

Essential

Daily Briefing

Is This Rally Just a Blip?

Stocks dipped just as sentiment flipped bullish. Are investors jumping the gun?

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Featuring Maggie Lake and Jared Dillian

Feb 09, 2023 • 32 minutes

U.S. equities gave up early gains and yields pushed higher as investors assess mixed earning results and economic data ahead of next week’s January CPI print. Despite the late selloff in stocks, a weekly survey from the American Association of Individual Investors showed that investors are net bullish for the first time in nearly a year. Jared Dillian, the editor of the Daily Dirtnap, joins Maggie Lake to discuss sentiment, commodities, and more. We’ll also hear a clip from Andreas Steno Larsen on why energy is underperforming despite China’s reopening. Watch that entire interview here: https://rvtv.io/3HQOcuL We want to hear from you, so make sure to drop your questions, concerns, and predictions in the comments section.

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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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