31:15

EssentialDaily Briefing

The Bumpy Road to Reopening, Long-Term Supply Shortages, and Inflation

Featuring Jim Bianco and Ed Harrison

Apr 15, 2021 • 31 minutes

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Essential

Daily Briefing

The Bumpy Road to Reopening, Long-Term Supply Shortages, and Inflation

Jim Bianco discusses the newest release in the weekly jobless claims data, comparing the vaccine roll-out in the U.S. to other countries, & inflation.

Featuring Jim Bianco and Ed Harrison

Apr 15, 2021 • 31 minutes

Real Vision managing editor Ed Harrison welcomes back Jim Bianco, president of Bianco Research, to discuss the newest release in the weekly jobless claims data, comparing the vaccine roll-out in the U.S. to other countries, and how we are on the precipice of inflation. Bianco points out how, even though jobless claims fell to the lowest level since the pandemic, the question of job growth is trickier to address as enhanced benefits seem to be deterring people from seeking out work. He also considers how the level of COVID-19 infections and the pace of vaccine roll-outs both differ between the U.S., Europe, and Asia, which means that globally, the reopening is much further away. Bianco and Harrison also address how supply chain disruptions may feed into inflationary pressures, how new methodology may have an impact on CPI metrics, earnings expectations for this year, and Bianco’s thoughts on the trajectory of the bond market and rates. 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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