When Central Bankers Take Center Stage

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 8 September 2022

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

The European Central Bank is expected to announce another 75-basis-point rate hike following its meeting tomorrow, even as the euro weakens against the U.S. dollar and authorities on the continent contend with an escalating energy crisis. Equity markets remain highly attuned to what central bankers say, with the major U.S. indexes bouncing on comments by Fed Governor Lael Brainard. “It seems the bond market is already pricing in a positive revision to the Fed’s inflation target,” tweeteds Darius Dale. “An outcome that may become reality towards the end of this tightening cycle.” Darius, the founder and CEO of 42 Macro, joins Real Vision’s Andreas Steno Larsen to talk about competing priorities for fiscal and monetary authorities, August PMI prints, supply-chain disruptions, and disinflation and inflation expectations compared to the Fed’s “price stability” mandate. We also hear from Emil Kalinowski about why European policymakers must backstop private lending in this escalating crisis. Watch the full video featuring Emil Kalinowski and Andreas Steno Larsen here: https://rvtv.io/3D9VHfA. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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1:23.2	Hi, I'm Atlassino and welcome to the real vision daily briefing. We are sending to
1:28.4	your live Wednesday, September 7th on the back of an interesting day in particular in commodity
1:34.4	markets. We've seen a landslide in the oil price over the past couple of hours here and today
1:40.0	we're actually going to ask the question whether the world is upside down. What will central banks
1:45.6	do in response to all of the bailouts that we've seen announced in Europe this week and
1:52.4	to answer that question together with me, I've invited Darius, the founder of 42 macro. Darius,
1:58.9	it's great to see you again. Likewise, Andreas. Good to see you, man. How you doing?
2:04.0	All good. Darius, let's have a look at the price action today. We've seen a material drop in the
2:10.4	oil price over the past three, four hours here. What do you make of the price action in commodity
2:15.6	space right now? Yeah, so I'd start by saying great questions. That's some of these scenes to be
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