26:20

EssentialDaily Briefing

Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action

Featuring Andreas Steno Larsen and Alfonso Peccatiello

January 18 at 9:00PM • 26 minutes

188

8

Essential

Daily Briefing

Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action

Expectations for a faster, flatter yield curve complicates the picture for equity investors.

Featuring Andreas Steno Larsen and Alfonso Peccatiello

January 18 at 9:00PM • 26 minutes

Bond yields rose across the curve Tuesday and stocks sank, as investors began to price in the potential impact of as many as four Federal Reserve rate hikes in 2022. The U.S. 10-year yield jumped to 1.865%, the highest it’s been since January 2020, and the German 10-year bund moved to within one basis point of turning positive for the first time since 2019. U.S. equity indexes were off nearly 2%, while European stocks fell about 1%. The CBOE Volatility Index (known as the “fear gauge”) surged as much as 20% intraday. Meanwhile, Brent and West Texas Intermediate crude prices continued to rise on strengthening global demand and tightening tensions in the Middle East. Still, all eyes are on the Federal Reserve. Alfonso Peccatiello of The Macro Compass welcomes back Nordea Markets Global Rates Strategist Andreas Steno Larsen for a European perspective on what's driving markets today. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3fD6xhw 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

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In