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Pro MacroInsider Talks

Is A Volatility Event Approaching? (Inside the Episode)

Featuring Roger Hirst

Oct 18, 2021 • 42 minutes

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Pro Macro

Insider Talks

Is A Volatility Event Approaching? (Inside the Episode)

Roger Hirst zeroes in on the yield curve, how skyrocketing energy prices drag on growth, & how the FX markets are moving in favor of dollar strength.

Featuring Roger Hirst

Oct 18, 2021 • 42 minutes

Real Vision managing editor Roger Hirst zeroes in on how the rampant escalation of inflation impacts the bond market, which Raoul and Julian both explored in-depth in their latest Insider Talks segment. He takes a step back to explain the yield curve itself to thoroughly examine the changing shape of the curve as well as the yield curve’s relationship to currency swaps curves. Hirst also dissects the divergence between the consumer price index (CPI) and 10-year inflation breakeven rates and how the prices of oil and energy are demonstrating higher correlation to the breakeven rate, and he assesses how this and other variables such as wages may affect global growth, the longevity of inflation, and the length of the current cycle. He also takes a look at currencies moving in favor of dollar strength and how China’s shifting policy approach will affect the value of the US dollar, and he explains why he thinks “there's a volatility event coming.” Show More

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

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