34:29

EssentialDaily Briefing

Stock Earnings Galore: What Could Go Wrong?

Featuring Weston Nakamura & Jack Farley

Apr 29, 2021 • 34 minutes

143

23

Essential

Daily Briefing

Stock Earnings Galore: What Could Go Wrong?

Real Vision s Jack Farley and Weston Nakamura break down an action-packed day of earnings, economic data, and price movement.

Featuring Weston Nakamura & Jack Farley

Apr 29, 2021 • 34 minutes

Real Vision’s Jack Farley and Weston Nakamura break down an action-packed day of earnings, economic data, and price movement. Farley shares updates on Amazon’s eye-popping earnings and the U.S. GDP growth figure of 6.4% (measured by annualized quarter-over-quarter change), and Nakamura makes sense of the equity market reaction to the seemingly rosy news coming from the economy as well as companies. They put in context the seemingly unstoppable surge in commodities such as lumber, oil, copper, and palladium with Nakamura providing key insight on declining volumes in the latter two commodities. He also looks at the bond market through the lens of the Japanese investor, somewhat attributing today’s sell-off in U.S. Treasurys to the Japanese holiday of “Golden Week.” Lastly, Nakamura looks at how the Japanese Stock Monex Group (8698 JT) is trading as a proxy to Bitcoin. To hear Nakamura’s full thoughts on Monex, check out today’s “Real Vision Daily Briefing Afterhours” on the Real Vision Exchange: rvtv.io/ExchAfterHours430 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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