48:01

EssentialDaily Briefing

What's Really Going on With the U.S. Economy?

Featuring Julien Bittel and Maggie Lake

Feb 05, 2024 • 48 minutes

Essential

Daily Briefing

What's Really Going on With the U.S. Economy?

Markets drop and yields rise after the Fed says it can take its time with rate cuts.

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Featuring Julien Bittel and Maggie Lake

Feb 05, 2024 • 48 minutes

Julien Bittel, head of macro research at Global Macro Investor, joins Maggie Lake to discuss the macro landscape and how he uses his business cycle trackers to navigate the complexities of this uncertain economic environment. The job of the Macro Investing Tool is to help everybody understand what investing cycle we’re in: macro spring, summer, fall or winter — and understand what assets are most likely to outperform over that time. Find out how you can access this incredible research in the RV Marketplace: https://www.realvision.com/marketplace

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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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