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.