Looking Beyond the U.S. and a Few Crumbs from the Fed Meeting: DB: Dec16, 2020

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

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🗓️ 16 December 2020

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Real Vision Managing Editor Ed Harrison and Editor Max Wiethe discuss the next turn of the rotation trade and the few crumbs of information served up from today's Fed meeting. Ed and Max begin by briefly addressing today’s Fed FOMC meeting where, almost no majors changes were announced and focus on the updated summary of economic projections. They then examine the bull case for the next leg of the rotation trade and the argument that its geography could be much different than the prior leg. They also discuss a few recent market anomalies surrounding algorithmic trading, as well as the recent onslaught of IPOs. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Do you hear that? It might sound like nothing to you, but it's actually the sound of nuclear, wind and solar energy.
0:11.0	At EDF, we're busy generating more British
0:14.2	zero carbon electricity than anyone to help keep future energy
0:17.7	cost down for everyone and help cut UK carbon emissions to nothing.
0:21.8	Sound good to you? Find out more about our
0:24.9	zero carbon generation at edf energy.com slash helping Britain. Hello everyone welcome to the Real Vision Daily Briefing. It's Wednesday, December 16th at 4 o'clock just after market close here in New York.
0:50.0	There is no intro segment today and I'm joined by Ed Harrison.
0:53.0	Ed, thank you so much.
0:55.0	Good to talk to you, Max.
0:56.5	All right, it's becoming a bit of a tradition for us to talk here on Wednesday.
1:00.0	This Wednesday is a little different than other Wednesdaysdays and that it was a Fed Day,
1:03.8	however uneventful a Fed Day it was relative to some of the ones
1:06.9	we've had more recently.
1:08.4	Why don't we start there?
1:09.8	I know what you want to talk about the bull case for equities
1:12.2	a little bit later but I think
1:13.2	it's important just to get this out of the way.
1:15.0	Yeah and I want to hear what you have to say because as you're suggesting it seemed like it was a bit of a
1:21.7	nothing burger I think none of the
1:24.4	none of the guidance was really that changed in terms of what the
1:27.2	Fed's gonna do. They're at 0.25%. They're doing 80 billion a month in Treasury's 40 billion a month in
1:35.1	MBS and they're saying that you know this is to provide the liquidity that's
	...

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