They Used To Say the Sun Never Sets on the British Empire

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 28 September 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

We’ve seen what could very well be an act of war perpetrated beneath the Baltic Sea. We’re watching the crumbling in real time of one of the world’s oldest, longest-standing economic, political, and financial pillars. And Hurricane Ian is bearing down on a densely populated coastal region extremely vulnerable to storm surge, high winds, and other attendant threats. But the three major U.S. equity indexes are ripping higher! Andreas Steno Larsen opens today’s Daily Briefing with a discussion of the U.K. and the extent to which its fiscal, monetary, and pension catastrophe could infect the rest of the world. With “sabotage” and “contagion” and “Cat 4” rising and “inflation” fading as the market’s main theme, Darius Dale joins to talk about what, if anything, today’s rally means in the bigger picture. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:37.3	Hi everyone and welcome to the Real Vision Daily Briefing.
0:40.8	I'm Andreas Stino, last in sending to you live Wednesday, September 28th.
0:45.7	After another Bissade in financial markets, we've had direct intervention from the Bank of England
0:52.1	in the UK bond market to try and slow down the rising interest rates in the long end of the
0:59.2	yield curve. So today we're going to ask the question whether this may him in the British markets
1:05.2	is a cannery in the cold mind for the rest of the world.
1:09.1	And with me to discuss that question, I have a friend of mine, a great analyst,
1:15.2	and a guy who follows this situation very closely.
1:18.3	Andreas Stale, it's good to see you.
1:20.1	Andreas, what's up brother? How are you?
1:22.3	I'm good. I mean, it's been a crazy day after this action in the UK bond market.
1:28.6	So we've actually had a pretty material positive repricing of equities on the back of this
1:33.6	intervention in the British bond market. What do you make of the situation, Andreas?
1:40.0	Yeah, so I mean, it starts, it goes back to what's been the key driver of asset markets this
1:45.0	year, right? It's been, you know, the repricing both in the short and long end of sovereign debt
	...

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