Why Did Markets Rally After a Fed Rate Hike?
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 17 April 2022
⏱️ 40 minutes
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| 0:30.2 | Hey everyone, thanks for tuning in to the weekend edition of The Real Vision Daily Briefing. |
| 0:34.9 | Here's Weston Nakamura to break down everything you need to know. |
| 0:42.9 | Why did equities have their best week year to date or the best rally since November 2020 |
| 0:50.5 | on a fed lift off of zero rate hike? |
| 0:55.4 | Why are equities rallying as bond yields especially at the front end surging? |
| 0:58.9 | Yield curves are flattening, some parts of the curve are even inverting. |
| 1:02.2 | Why is it doing it on that backdrop? |
| 1:04.7 | Why led by tech of all sectors in a surging yield and global policy tightening environment? |
| 1:10.1 | And policy tightening, not because of economic strength, but because of central banks that |
| 1:14.8 | misreads screaming inflation and are now scrambling to catch up in super delayed defensive |
| 1:20.8 | response and doing so with the most like not giving them about taper tantrums urgency. |
| 1:31.6 | Maybe like the first time ever since this like interventionist monetary policy became the norm. |
| 1:37.6 | And oh yeah, let's not throw away a global supply chain and a state of wreck and for good measure, |
| 1:43.4 | let's throw in a war breaking out and escalating amongst the world's greatest military |
| 1:48.3 | economic powers happening in the middle of like geographic Europe. |
... |
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