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EssentialDaily Briefing

"Whiplash Week" Ends With a Jobs Jolt

Featuring Harry Melandri and Maggie Lake

February 04 at 9:00PM • 32 minutes

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Essential

Daily Briefing

"Whiplash Week" Ends With a Jobs Jolt

Are policymakers stuck between the rock of inflation and the hard place of economic growth?

Featuring Harry Melandri and Maggie Lake

February 04 at 9:00PM • 32 minutes

It wasn’t just the nonfarm payrolls data for January that moved markets on Friday. Upward revisions to prior months’ reports put a fresh glow on the U.S. economy – and also invited questions about Federal Reserve policy. “Too late the hawk” is how Harry Melandri might put it. Melandri, currently an advisor with MI2 Partners and formerly of Deutsche Asset Management and the Bank of England, notes that we have hit our “max non-inflationary growth potential.” In fact, the Fed “could tighten a lot without having a restrictive monetary policy.” The issue now could be either how big is the “everything bubble” in the U.S. or whether inflation or growth is the central bank’s key policy objective. Melandri joins Real Vision’s Maggie Lake at the end of one of the most fascinating weeks in recent financial market history. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3rsVnTh 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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