What Does the Data Say?

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 2 August 2022

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Equity indexes slipped into negative territory Monday afternoon and the U.S. two-year/10-year yield curve inverted even further, as investors price in easing inflation and slowing growth. The Institute for Supply Management’s manufacturing index slipped to a 25-month low, and home prices registered the fastest cool-down in history during July. Meanwhile, whether Speaker of the House Nancy Pelosi touches down in Taiwan on Tuesday is more fuel for the conflagration that is the postwar geopolitical order. With the world’s most important central bank now “data dependent,” Real Vision macro analyst Roger Hirst joins Maggie Lake to contextualize recent economic reports and explain how to use them to make better investment and trading decisions – one of the key elements of the brand-new Real Investing Course from Real Vision. We also hear from Weston Nakamura about recent price action on the critical USD/JPY front. 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
0:07.8	realvision.com slash RVPod to get the full view of what real vision is all about.
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0:16.2	Our members get daily videos and analysis, plus access to more than 3,000 videos for beginners
0:21.4	and experienced investors alike, and live events online.
0:25.2	You'll join the most thoughtful community in finance.
0:28.0	Within 300,000 people who trust real vision to be the anchor to truth in the financial
0:32.4	world.
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0:36.4	Use the promo code podcast 10 to get 10% off our essential membership for your first
0:41.4	year.
0:42.4	Enjoy the show.
0:53.4	Hello and welcome to the Real Vision Daily briefing.
0:55.7	It's Monday, August 1st, 2022, and we kick off this new month with more questions and
1:00.7	answers, including are we in a recession?
1:03.6	Will the Fed pivot?
1:04.6	Have stocks bottomed?
1:05.6	Lucky for us, we have real visions in-house expert Roger Hurst here to help us make sense
1:11.1	of what is going on.
1:12.3	Hi, Roger.
1:13.3	Hi, Maggie.
1:14.3	How's it going?
	...

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