"It Is All About Oil Prices"

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 10 August 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Marko Papic has a very clear view of Wednesday morning’s report from the Bureau of Labor Statistics on the July U.S. Consumer Price Index: “Getting the inflection in CPI prints is really important,” he says. “So, yes, even a minor decline is relevant.” Papic, a partner and the chief strategist at Clocktower Group, also has a very clear view of the most important factor in the global inflation calculus: crude oil. “The bottom line is that if oil prices fall further, don’t expect the equity rebound to end. It is all about oil prices at this point.” Papic joins Real Vision’s Andreas Steno Larsen to talk about oil, inflation, and equity markets. We also hear from David Woo, who compares the China-Taiwan situation to the Russia-Ukraine conflict and offers the following geopolitical marker: “Before the end of August, we will know how the situation in Ukraine is going to play out." Watch the full interview featuring David Woo and Andreas Steno Larsen here: https://rvtv.io/3Pds1Ro. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:42.4	Enjoy the show.
0:44.4	Hi everyone and welcome to the Real Vision Daily Briefing.
0:57.2	It's Tuesday, August 9th today, and I'm at last in the senior editor at Real Vision.
1:02.9	I'm extremely pleased to be joined by friend of mine, Marco Pappic, partner and chief strategist
1:08.1	at Clock Tower Group.
1:09.7	Marco, it's great to see you.
1:11.7	Great to be on again.
1:13.2	Thank you so much, Andreas.
1:15.5	Marco, I think the last time the two of us had a public chat on market development, so
1:20.4	I think it was four or five weeks ago.
1:22.7	We told me to go short oil to buy the Euro versus the dollar and to load up on equities,
	...

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