Liquidity Reversal: The Rotation Trade Speed Bump

Published on
November 30th, 2020
Duration
39 minutes

Latest Videos


TradeStation: Building a Crypto Trading Platform from the Ground Up


Liquidity Reversal: The Rotation Trade Speed Bump

Daily Briefing ·
Featuring Jack Farley and Ed Harrison

Published on: November 30th, 2020 • Duration: 39 minutes

Real Vision managing editor Ed Harrison is joined by editor Jack Farley to evaluate the value rotation trade and the challenges it will face in the coming months. As November comes to a close – a month that saw record-breaking appreciation in value stocks, cyclicals, and small-caps – Ed and Jack analyzes how rising COVID-19 hospitalizations will impact economic behavior. They then look at liquidity going forward, and how monetary conditions will affect markets over the next few months, incorporating Ed’s interview with Michael Howell and Jack’s upcoming interview with Teddy Vallee. Ed and Jack close by discussing the Government Accountability Office’s report on incorrect jobless claims data, as well as GM’s partial back-pedaling out of its deal with controversial electric vehicle manufacturer Nikola.

Comments

Transcript