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EssentialDaily Briefing

It's Time to Talk About Slowing Growth

Featuring Andreas Steno Larsen and Weston Nakamura

June 23 at 8:00PM • 36 minutes

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Essential

Daily Briefing

It's Time to Talk About Slowing Growth

Evidence that tighter monetary conditions are impacting real economic activity is beginning to accumulate.

Featuring Andreas Steno Larsen and Weston Nakamura

June 23 at 8:00PM • 36 minutes

The Federal Reserve’s commitment to cooling inflation remains “unconditional,” said Jerome Powell in a second day of congressional testimony, even as evidence from overseas indicates we’re heading for a slowdown. “Growth down, inflation expectations down, cracks start to appear in commodity momentum,” tweeted Andreas Steno Larsen. S&P Global’s preliminary Eurozone composite purchasing managers index fell to a 16-month low in June on slower demand growth. “We know that the manufacturing cycle is weakening fast,” Andreas noted, “but the service sector was anticipated to have a strong summer. This is now debatable.” Andreas joins Weston Nakamura to talk about Europe, while Weston provides an update on what’s happening in Asia. More broadly, they talk about whether the narrative focus is changing from “inflation” to “recession.” We also hear from Tian Yang about long-term constraints on commodity supplies. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3bohJiR. Watch the full conversation featuring Tian Yang here: https://rvtv.io/3xHghji. 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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