37:01

EssentialDaily Briefing

Keep Your Wits About You: Inflation Creeping In

Featuring Haley Draznin, Ash Bennington, and Peter Boockvar

Dec 01, 2020 • 37 minutes

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Essential

Daily Briefing

Keep Your Wits About You: Inflation Creeping In

Peter Boockvar discusses a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds.

Featuring Haley Draznin, Ash Bennington, and Peter Boockvar

Dec 01, 2020 • 37 minutes

Bleakley Advisor Group CIO Peter Boockvar joins senior editor Ash Bennington to discuss a potentially higher inflationary environment for 2021 and why that may put central banks and markets at odds. Boockvar reviews this year’s market trends and dissects the latest ISM manufacturing data, pointing out reports of supply chain disruptions, labor cost pressures, and a general rise in inflation. With markets looking past recent COVID-19 data with promising vaccine announcements, value is growing increasingly attractive here in the U.S., the U.K., Europe, and Asia. However, Boockvar explains his concerns of markets tightening with the onset of growth and whether the Fed will choose to let the yield curve steepen or prevent it. As CPI increases are the kryptonite of central banks, should the inflation narrative take hold, Boockvar expresses how this may shock global bond markets. Real Vision's Haley Draznin explores the deep dichotomy between the real economy and equity markets, as all major U.S. indices were up today despite Treasury Secretary Steve Mnuchin shutting down the Fed's emergency loan programs for main street businesses. 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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