Did Macron Convince Putin Not To Invade Ukraine?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 9 February 2022

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

President Emmanuel Macron of France met with President Vladimir Putin of Russia in Moscow on Monday and emerged with what seemed like good news: There’d be no further escalation of the Ukraine crisis. Indeed, equity indexes rallied, and crude oil prices backed off seven-year highs. But the Kremlin, while conceding the meeting had provided the basis for further work toward deescalation, said Macron’s interpretation of Putin’s intentions was “not right.” Meanwhile, President Joe Biden hosted new German Chancellor Olaf Scholz for talks about the situation in the Baltics, agreeing that construction of the critical Nord Stream 2 natural gas pipeline would be stopped should Russia invade Ukraine. Tony Greer, founder of TG Macro and editor of the Morning Navigator newsletter, joins Real Vision’s Alfonso Peccatiello to sort out implications for stock and commodity markets in light of recent geopolitical events. Tony also talks about why the FAANG stocks have lagged of late, particularly relative to energy. And Weston Nakamura, our man on the ground in Asia, drops in to share insights on China’s recent moves to accommodate markets even as western policymakers withdraw stimulus. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3guKIB9 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:35.2	Welcome to the Real Vision Daily briefing.
0:37.2	It's Tuesday, February 8, 2022.
0:40.8	This is Alph speaking, the author of the macro compass.
0:43.2	And I'm joined today by Tony Greer, the editor of the Morning Navigator.
0:47.4	How are you doing, Tony?
0:48.6	How are you today, my man?
0:50.4	Good, good, good, good.
0:51.8	Nothing to complain about and some interesting moves in the market too.
0:55.2	So we have bond yields again, trying to test the upside of their ranges.
0:59.6	We have, I mean, front end bond yields.
1:01.4	We're going to talk about that, which are pricing some meaningful probability of even seven or eight Ix at this stage by the Federal Reserve all in 2022.
1:11.4	The stock market is moving too, not only in America where it's going up by one and a half percent depending on what you look at.
1:17.8	Commodities are moving too.
1:19.6	But coming back to the stock market, it was quite a day as well for stocks in Asia.
1:24.0	Because some US listed Chinese like Alibaba, for example, they jumped more than three percent on reports and that Chinese
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