Accidental Reflation: A Look at Bonds, Energy, and Housing

Published on
October 19th, 2021
Duration
39 minutes

Making Sense of the Latest U.S. Inflation Data


Accidental Reflation: A Look at Bonds, Energy, and Housing

Live ·
Featuring Samuel Rines and Petr Pinkhasov

Published on: October 19th, 2021 • Duration: 39 minutes

Samuel Rines, chief economist at Avalon Advisors LLC, joins Real Vision Live for a global market update, analyzing bonds, energy, and housing in real time & exploring what the price action is indicating about the macro backdrop. Rines examines currencies in developing markets, which have been weakening in the face of interest rate hikes and is a reflection of overall weaker growth prospects in these countries. With U.S. 10-year Treasury yields rising, a potential slowdown in growth in the U.S., and an energy crisis looming, he also takes an in-depth look at how all these variables will shape Fed policy in coming months. Interviewed by Petr Pinkhasov, who will be taking live questions from Real Vision Plus members.

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