34:52

EssentialDaily Briefing

What To Do at the Acceptance Stage of the Tightening Cycle

Featuring Darius Dale and Maggie Lake

September 14 at 8:00PM • 34 minutes

Essential

Daily Briefing

What To Do at the Acceptance Stage of the Tightening Cycle

And where can we hide from a bear-market rout?

148

7

Featuring Darius Dale and Maggie Lake

September 14 at 8:00PM • 34 minutes

Markets achieved a relative calm today following yesterday’s steep sell-off, as investors continued to process hotter-than-expected August Consumer Price Index data and priced in expectations-meeting Producer Price Index data. What we have now, as Darius Dale sees it, is the transition from the Federal Reserve pushing back on “pivot” expectations to market participants accepting the implications of a single-mandate central bank: a downturn in the global liquidity cycle. Darius, the founder and CEO of 42 Macro, joins Maggie Lake for today’s Daily Briefing to talk about what that means for prices of risk assets, including equities, crude oil, and Bitcoin. The key question, of course, is this: Where can we hide from what appears to be an imminent bear-market rout? We also hear from Peter Boockvar about what a strong U.S. dollar means to various market constituents. Watch the complete conversation between Peter Boockvar and Andreas Steno Larsen here: https://rvtv.io/3xkirps. And be sure to share your questions in the chat!

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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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