31:09

EssentialDaily Briefing

The Triggers for a Bond Bubble Pop Are Now in Motion

Featuring Peter Boockvar and Ash Bennington

Feb 09, 2021 • 31 minutes

303

15

Essential

Daily Briefing

The Triggers for a Bond Bubble Pop Are Now in Motion

Peter Boockvar discusses the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields.

Featuring Peter Boockvar and Ash Bennington

Feb 09, 2021 • 31 minutes

Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the last of the major commodities to join the rally as demand starts to catch up and the supply is demonstrating greater discipline, bringing markets into a full commodity rally. Boockvar then zooms out and breaks down the inflationary signals he’s witnessing and expresses his concern about whether an increase in consumer services will contribute to or relieve inflationary pressure. With junk bond yields dropping, Boockvar also explains how this may be due to more investors being pushed out onto the risk spectrum as investment-grade bonds are being perceived to have a Fed backstop. He points out the ever-growing bubble in bond markets and speculates that now is the first time in years where the true triggers for that bubble popping are in motion. He shares what retail investors should be watching out for, how QE has batted away the worst effects of bear markets, what drives the capital flight into the U.S., why the ECB's and BOJ's policies have in reality been more restrictive, and whether the Fed will ultimately have to implement yield curve control. 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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