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Essential

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Daily Briefing

Will the BOJ Change Course?

Oil markets spike in reaction to the Houthi attacks on ships in the Red Sea.

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Featuring Brent Donnelly and Maggie Lake

Dec 18, 2023 • 32 minutes

Brent Donnelly, president of Spectra Markets, joins Maggie Lake to discuss the implications of the Bank of Japan’s yield curve control policy, the recent weakness in the dollar, and how surging oil prices could upend the long-bonds trade. Plus, Brent shares why 2024 doesn’t necessarily have to be a year of boom or bust extremes. You can get $100 off Brent’s must-read daily macro letter, am/FX, using the special discount code RV100 right here: realvision.com/brent

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.

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.

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