How Do We Navigate This Market?

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 17 November 2022

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

The yield on the 10-year U.S. Treasury note spiked and equity indexes sagged Thursday, as St. Louis Federal Reserve President James Bullard said the Federal Reserve still has a lot of work to do before it brings inflation under control. That follows San Francisco Fed President Mary Daly’s remark on Wednesday that a pause in rate hikes was “off the table.” Meanwhile, the United Nations has brokered a deal that will get Ukrainian grain transiting the Black Sea safely, easing pressure on global food prices, and China’s COVID policy remains as opaque as ever. Andreas Steno Larsen welcomes Tony Greer, the founder of TG Macro and the editor of the Morning Navigator newsletter, to interpret recent Fedspeak and to talk about what’s happening in commodities markets. We also hear from Juliette Declercq about how the Federal Reserve can navigate a soft landing and why she’s focused on U.S. equities. Watch the full conversation between Juliette Declercq and Raoul Pal here: https://rvtv.io/3AoHkSt. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:36.0	Good afternoon and welcome to the real vision daily briefing.
0:40.0	My name is Andreas Stadon and I am finally back safe and sound from the Caribbean islands.
0:46.0	And I'm basically buzzing to go live here on the 17th of November.
0:51.0	Markets are actually still holding up or right despite all of the recession chatter.
0:56.0	And therefore we're going to ask the question today whether a soft landing is still a possibility.
1:02.0	And with me to discuss that question, I have a great trader, a great friend and a great looking guy.
1:09.0	So Tony Carrier, welcome to the show.
1:12.0	Two kind Andreas, it was great to see you in the Cayman.
1:15.0	It was great to hang with all the real vision clients there.
1:18.0	Some of the best people and I'm privileged to be on this platform with all of you.
1:22.0	Thank you so much.
1:24.0	You're welcome Tony and it was great fun at the Cayman's last week.
1:28.0	But before we get to that question on the soft landing, I want your take on a market that you trade a lot.
1:36.0	I know we've seen a pretty bearish price action in oil today.
1:40.0	And I mean being the energy guy number one at real vision, I wanted to get your take on the oil markets first here.
1:47.0	What should take on the price action? It looks bearish to me.
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