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Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 16 September 2022

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

U.S. equity indexes traded mixed Thursday, as investors priced in murky economic data and the reality that Jerome Powell’s Federal Reserve shall not pivot from its inflation-fighting stance. “We think the CPI report was very important for the market,” said Eric Johnston, the Senior Managing Director and Head of Equity Derivatives and Cross Asset at Cantor Fitzgerald. “It showed that inflation does not magically come down and you can’t get it under control with a soft landing, an unemployment rate below 4%, and the S&P 500 at 4,000.” Eric joins Andreas Steno Larsen for today’s Daily Briefing to talk about why equities are holding up so well with global growth increasingly impaired and financial conditions more and more restrictive. Eric and Andreas also discuss key levels for major asset classes and positioning dynamics amid the many prevailing global geopolitical-macroeconomic crosscurrents. We also hear from Jason Trennert about the structural factors that will keep inflation higher for longer. Watch the full conversation featuring Jason Trennert and Ash Bennington here: https://rvtv.io/3dfUHvY. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, you should check out the full finance journey at
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0:46.9	Hi everyone and welcome to the real vision daily briefing.
0:57.0	I'm Andreas Dino Larsen from real vision, sending to you live Thursday, September 15th,
1:02.8	after a tricky week in markets on the back of this shocking inflation report earlier
1:08.7	this week.
1:09.7	So today we're going to ask the question, why are equities holding up so well given this
1:17.0	list of negatives surrounding the outlook for the economy?
1:22.3	And with me today to debate that question, I've invited Eric Johnston, the head of equity
1:28.4	derivatives at Canada Fitzgerald.
1:31.1	Eric, it's really good to see you again.
1:33.4	Andreas, great to see you.
	...

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