Tommy Thornton: Reverse Repos and Ebbing Consumer Confidence

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.1 • 1.1K Ratings

🗓️ 26 May 2021

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

DB-May25,2021: Tommy Thornton, founder of Hedge Fund Telemetry, joins Real Vision senior editor Ash Bennington to sharing his latest insights on market activity as U.S. consumer confidence falls slightly for May and questions about inflation’s permanence still linger. Thornton considers the implications of the repo market displaying surging levels of reverse repurchase agreements (RRPs) and explains what indicators he’s paying attention to and what that means for markets going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Connect with your customers in a whole new way with Salesforce Customer 360.
0:06.0	Harness the power of Trusted AI to enhance your customer experience
0:10.0	and unite your teams around a single shared view of every customer in your business.
0:15.0	Empower teams with Trusted AI from a secure, scalable platform.
0:20.0	With Salesforce Customer 360, now everyone's an Einstein.
0:24.0	Go to Salesforce.com forward slash 360 to learn more.
0:30.0	Reel Vision Daily Briefing Live Without a Net With Tom Thornton.
0:37.0	Tom, welcome to Reel Vision.
0:47.0	Ash, thanks for having me back.
0:49.0	It's great to have you here.
0:50.0	I think this is our first live Reel Vision Daily Briefing together.
0:53.0	Really excited about this.
0:55.0	Tell us what's on your mind and this kind of like, is it fair to say
0:58.0	somewhat sleepy day in markets?
1:01.0	Yeah, it's really sort of boring.
1:03.0	It was like one of the most painful down 21 bips on the S&P day I've ever seen.
1:08.0	It's just, I mean, boy, it was tough.
1:11.0	Wait, hold on.
1:12.0	I'm going to turn something down here.
1:15.0	I will say that this market is sort of status quo right now.
1:21.0	Stocks are in this range.
1:25.0	Bons are bid.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.