Green Shoots for Europe & Asia

Published on
August 4th, 2017
Topic
Macro, Global Outlook
Duration
58 minutes
Asset class
Bonds/Rates/Credit, Equities, Currencies

Green Shoots for Europe & Asia

·
Featuring Greg Weldon

Published on: August 4th, 2017 • Duration: 58 minutes • Asset Class: Bonds/Rates/Credit, Equities, Currencies • Topic: Macro, Global Outlook

Greg Weldon takes our audience on a macro tour through the recent economic bouts in Europe as rate-differentials with the US provide the Euro a leeway to rally, China having rebounded from it’s economic slowdown; creating momentum for the Shanghai stock market and Asian markets benefiting from the pick-up in growth.

Comments

  • VS
    Victor S. | Contributor
    4 August 2017 @ 12:05
    Trading since 1968( and receiving almost every trading accolade available under "trader Vic" ) i will confirm Greg is a must have service ,and the best of his kind! Nobody does technicals better with the scope and depth of his coverage....PERIOD .
    • lD
      lance D.
      4 August 2017 @ 16:03
      Really enjoy your work . i have been back and forth in my head re your service next year i will have my budget back and will allocate to weldon live wish i had done it months backs in all honesty .
    • RE
      Renato E.
      5 August 2017 @ 08:17
      Joined RT only a couple of weeks ago, but this was one of the most if not the most interesting video for me so far. Let's see how it plays out.
    • MM
      Michael M.
      6 August 2017 @ 07:19
      Victor, many years ago your book taught me how to properly draw trendlines and identify trend breaks. These skills have served me well. Thank you Sir. :)
    • TS
      Thomas S.
      8 August 2017 @ 17:07
      Totally and completely agree. Weldon's presentations are brilliant, simply the best. More please, RV, and less globalist bank cartel worship.
    • LC
      Liliana C.
      8 August 2017 @ 18:51
      Huge endorsement from a legend! Victor can you do another RV interview?
  • RR
    Raj R.
    5 August 2017 @ 05:13
    Excellent recap of the markets!
  • WM
    Will M.
    5 August 2017 @ 15:00
    Great summary. Always like Greg's passion and strong technical commentary.
  • cv
    chani v.
    5 August 2017 @ 16:00
    Great presentation. I kind of wish we had coverage on smaller asian countries other than China
  • ZH
    Zack H.
    5 August 2017 @ 16:36
    Awesome work👍
  • HJ
    Harry J.
    5 August 2017 @ 18:16
    Just a long commercial add. Sell...Sell....Sell
    • PW
      Phil W.
      5 August 2017 @ 22:47
      Well be careful because all is well until it isn't
  • NS
    Nico S.
    5 August 2017 @ 21:55
    Boy, talk about a wealth of knowledge. Love him as he takes you around the world like no other! Listen, learn, invest (moreso, divest)...
  • PW
    Phil W.
    5 August 2017 @ 22:49
    Thanks Greg a good 30,000 ft view I trade mostly Can stocks but your view of the wider picture is most informative ................Thanks
  • DP
    D P.
    5 August 2017 @ 23:44
    Greg is a stud. It's great to see his process. Sure, it's a "commercial", but those who are serious about learning how to think, instead of just getting a hot tip, appreciate these sorts of "commercials".
  • js
    jacob s.
    6 August 2017 @ 03:03
    you can't trust xinhua
  • CB
    Cliff B.
    6 August 2017 @ 12:25
    Excellent
  • RM
    R M.
    6 August 2017 @ 15:36
    Greg: I was long Europe and Euro but recently lighted up because: 1)If Car sales tank as other RV folks suggested, Germany will be hit hard. 2) $ may have bottomed at least short term. So, Europe may be hitting at least a near term high. Am still a bit long European Financials as interest rates may continue to rise for a while, but out of Germany, Spain and Portugal. What should I look for to reload? Thanks, brilliant work, if your a single man shop, over the top good...
  • TS
    Tarek S.
    6 August 2017 @ 18:57
    Consistently one of my favorite Real Vision guests. Fast, actionable, and entertaining.
  • TM
    The-First-James M.
    7 August 2017 @ 17:14
    I love listening to Greg and seeing his process and methodicality at work. Some real gems in here. Thanks.
  • EL
    Edmond L.
    8 August 2017 @ 14:02
    RV should do more videos like this
  • JC
    John C.
    8 August 2017 @ 15:26
    Great stuff really like Greg's product, his run-through of the various markets and his trading ideas. However, with regard to the USD, I'm a bit wary at this point staying long Euro or the other currencies vis-a-vis the USD and am somewhat puzzled re the interest rate discussion/Fed dot plot etc. While I agree with everything he's said re the Fed and their rate hikes and don't think they will be doing too many more (1 currently priced in, and we all know we can't trust the Fed to stay true to their dot plot graph given how far off they are at this point), I think that it's not all about rates re the dollar and as we all know Greenspan raised US rates for years all the way up to over 6% I think and the USD dropped the whole time. So the basic correlation hasn't always worked so not sure how a lot of this stuff isn't priced in already. Also the EU isn't as strong as everyone is saying and they have had their 'run' while the US has more potential upside if Trump can get some sort of tax reform done in the 3rd and 4th quarter. Moreover, Germany is loathe for the Euro to appreciate too much more given it's impact on exports, and we're already seeing auto sales slow down bigtime which has to worry them re the Euro getting too much stronger. Furthermore, the technicals I'm seeing look like an inflection point pointing to a rebound (Demark and fibonacci) or at least we're getting close. And any slowdown in global markets whether it's the US or China will create USD strength, not weakness.
  • AW
    Anak W.
    12 August 2017 @ 00:30
    i am 19 years old. and i love investing, and holy smoke, never thought i would get this insight. i learn so much from RVT. it is keeping me on track, help me understand what i should pay attention to and what i should ignore. SEE YOU AT WALL STREET NEXT YEAR. I AM MOVING TO NEWYORK. LETS GO!!!! love REAL VISION TV. but sad new for me, since it upgraded i will not be able to continues. but now i know what to do. time to go broke(in case things goes horribly wrong) before rise to the top. YEEHA!
  • DC
    D C.
    15 August 2017 @ 02:41
    Can anyone explain which data sets were used to create chart on Fed Fund futures market? (38min48s in video) How is Dec 2018 vs Aug 2017 future Swap rates calculated?

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