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EssentialDaily Briefing

Taking Things in Stride: Fiscal Stimulus, COVID-19, and Inflation Expectations

Featuring Jack Farley, Ash Bennington, and Tony Greer

Dec 22, 2020 • 23 minutes

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Essential

Daily Briefing

Taking Things in Stride: Fiscal Stimulus, COVID-19, and Inflation Expectations

Ash Bennington joins Tony Greer discuss the new fiscal package from Congress, the macro signals Tony has his eye on, and his outlook for the new year.

Featuring Jack Farley, Ash Bennington, and Tony Greer

Dec 22, 2020 • 23 minutes

Real Vision senior editor Ash Bennington joins Tony Greer of TG Macro to discuss the new fiscal package from Congress, the macro signals Tony has his eye on, and his outlook for the new year. Tony discusses how the spending package is insufficient, especially for American families, and describes the markets’ reaction as slightly “sell the fact” as made evident by the DXY’s modest but noticeable bounce. After Ash reviews some of the current data for COVID-19 hospitalizations in the U.S., Tony says that markets are still looking past this information and are more focused on the reopening. He also describes the relationship of the dollar and equities as it relates to the Fed’s modus operandi to create inflation with a weaker dollar. Finally, he shares the new opportunity that he sees emerging for U.S. financials, what he’s looking out for in the new year, and why he’s holding onto more dry powder during this holiday season. In the intro, editor Jack Farley covers Ripple's SEC investigation, U.S. bankruptcies, as well as market flow data. 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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