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Real Vision: Finance & Investing

Stock Earnings Galore: What Could Go Wrong?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 30 April 2021

⏱️ 38 minutes

🧾️ Download transcript

Summary

DB-Apr29,2021: Real Vision’s Jack Farley and Weston Nakamura break down an action-packed day of earnings, economic data, and price movement. Farley shares updates on Amazon’s eye-popping earnings and the U.S. GDP growth figure of 6.4% (measured by annualized quarter-over-quarter change), and Nakamura makes sense of the equity market reaction to the seemingly rosy news coming from the economy as well as companies. They put in context the seemingly unstoppable surge in commodities such as lumber, oil, copper, and palladium with Nakamura providing key insight on declining volumes in the latter two commodities. He also looks at the bond market through the lens of the Japanese investor, somewhat attributing today’s sell-off in U.S. Treasurys to the Japanese holiday of “Golden Week.” Lastly, Nakamura looks at how the Japanese Stock Monex Group (8698 JT) is trading as a proxy to Bitcoin. To hear Nakamura’s full thoughts on Monex, check out today’s “Real Vision Daily Briefing Afterhours” on the Real Vision Exchange: rvtv.io/ExchAfterHours430. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

A new energy-efficient boiler from British gas can save you up to 22% on gas bills.

0:04.9

That's a 22% saving on warm nights in.

0:08.7

Cozy cats.

0:13.1

And shower discos.

0:16.3

Save money with a new energy-efficient boiler from British gas.

0:19.4

And you can even spread the cost with up to four years interest-free credit.

0:23.0

Such British gas, new boiler.

0:25.1

Credit subject to status.

0:26.3

Credit broken utter lender using panel of lenders for saving sea website.

0:30.9

The

0:42.3

The S&P 500 makes all-time highs on the biggest earnings day of the year.

0:46.8

Plus, lumber and copper show no signs of slowing when will it end.

0:51.4

To make sense of this and more, I'm joined by Real Vision's Weston Nakamura.

0:55.7

Weston, how are you doing?

0:57.5

How are you, Jack? Thanks for having me.

0:59.5

I'm doing well.

1:00.3

I'm getting off a three-day vacation.

1:02.9

So I'm just getting really reacquainted with the markets and sort of the flow.

1:06.5

So I'm grateful that you're here to help me explain it for me.

1:12.3

I wouldn't consider three days of vacation.

1:14.4

And I'm pretty sure you can just catch up.

1:15.8

But happy to do it for you and I'm well.

...

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