What Are Global Money Flows Telling Us?

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 27 February 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Tech stocks are leading U.S. equities higher as bond yields pull back — but not until after the 2-Year Treasury note hit its the highest level since January 2007. Maggie Lake is joined by Geo Chen, director of Three Quays Pte. Ltd. and the author of Fidenza Macro, to hear how bond market volatility and global liquidity dynamics are moving markets. Plus, we’ll hear from Simplify chief strategist Mike Green, who explains why he’s so worried that the current environment looks like 1929. You can watch that entire interview here: https://rvtv.io/3IYdyZB You can read all of Geo’s work here: https://fidenza.substack.com 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, go behind the paywall to get privileged access
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0:19.0	Join the ReelVision community and learn how to become a better investor by now to the top
0:22.9	analysis of today's markets.
0:31.9	What are global money flows telling us?
0:34.2	Hi everyone, welcome to the ReelVision deli briefing.
0:37.0	With me today is geochand director of three keys.
0:40.1	Hi Geo, it's great to see you again.
0:42.1	Hey Maggie, could you be back?
0:45.5	Geo joins us from Singapore, so this is a heavy lift for him and we really appreciate
0:49.8	it.
0:50.8	But there's no sleep for anyone.
0:51.8	It seems like these days, Geo.
0:53.9	So we just wrapped up the US session.
0:56.2	US stocks tried to bounce back, but the gains were pretty modest, to definitely offer
1:00.2	highs as we head into the close and volume pretty anemic.
1:04.6	What's your view of the market right now, what kind of macro framework are you operating
1:08.6	off of?
1:09.6	Yeah, back in Q4 last year, the market was on life support, economy was on life support
1:20.7	and we suddenly got this big adrenaline shot of the China review opening, we saw the
	...

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