Is There Light at the End of the Inflation Tunnel?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 17 February 2022

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

As detailed in the just-released minutes of the January meeting of the Federal Open Market Committee, U.S. central bankers are going to tighten faster than they did during their last rate-hiking cycle. And they’ve accelerated plans to shrink the Federal Reserve’s balance sheet. Still, Jerome Powell and company will be challenged to rein in inflation while keeping both investors and consumers happy. Meanwhile, Darius Dale sees in the January Producer Price Index data some light at the end of the tunnel, as the numbers suggest global supply-chain and inflation pressures may be abating. Dale, founder and CEO of 42 Macro, joins Real Vision’s Ash Bennington to talk about the big picture, including the question of whether the January stock selloff was merely prologue to a more serious crash later in 2022. Weston Nakamura joins to preview the G20 Finance Ministers and Central Bank Governors’ Meeting, which kicks off tomorrow in Jakarta, Indonesia. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3uRAu63. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:35.3	Welcome to the Real Vision Daily Briefing.
0:37.2	It's Wednesday, February 16, 2022. I'm Ash Bennington.
0:41.5	Join today by Darius Dale, founder and CEO of 42 macro.
0:47.1	Lots to talk about today with Darius looking out across US equity markets.
0:51.6	Essentially flat here on the day, not a ton of movement.
0:54.3	But lots of news flow to talk about yesterday's January PPI print retail sales.
1:00.1	And of course, the FOMC minutes.
1:02.3	But before we get into that important note here on Ukraine, Russia says it is continuing to pull back
1:08.4	troops from the Ukrainian border, US Secretary of State, Anthony Blinken can says that the US
1:14.8	essentially cannot independently confirm that that troop pullback is taking place.
1:21.2	With that said, Darius, lots to talk about here with markets and macro.
1:26.4	Darius, what's on your screen right now?
1:29.6	Also, I mean, there's a lot on our screens right now.
1:31.6	So I'll start with the Fed Minute.
1:33.7	That was kind of the topic to your today or release of this afternoon.
	...

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