Daily Briefing - September 24, 2020

Real VisionSeptember 24, 2020
Managing editor, Ed Harrison, hosts managing editor, Roger Hirst, to break down wild market swings that have characterized the last week of price action. Roger explores key retracement levels in the IBEX and FTSE 100 as well as the recent weakness in bank stocks, using his analysis from his latest episode of "The Big Conversation." Ed then discusses the momentum shift over the past two weeks from growth to value through the lens of his interview with Ben Inker, heir apparent to Jeremy Grantham at GMO. The pair then look at the head-and-shoulders pattern in the U.S. Dollar Index (DXY) and explore whether currencies could be a release valve for volatility adjustment. In the intro, Ed speaks to Real Vision reporter, Haley Draznin, about the steady rise in jobless claims released today, which signal continuing layoffs as the economy recovers slowly from the coronavirus pandemic.
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Other Real Vision Videos

Real VisionOctober 28, 2020
Daily Briefing - October 28, 2020
Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison for a special edition of the Daily Briefing. Ed gives an update on his thesis, now that U.S. and European equities have continued to tumble, and analyzes how the halting of economic activity in Europe will likely cause a double dip recession that is very bad for risk assets. Ash breaks down the COVID-19 data on cases, deaths, and hospitalizations, and he and Ed look forward to see whether this past six months of economic recovery is nothing more than an “interregnum” or a “head fake.”
Real VisionOctober 28, 2020
"The Gold Bull Market Is Only in the Fourth Inning"
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Real VisionOctober 27, 2020
Daily Briefing - October 27, 2020
Senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of price action in equities, bonds, currencies, and commodities. Tony reviews Monday’s rout in U.S. stocks and corresponding pop in the VIX, and explores why FX volatility was so low. He and Ash then discuss Bitcoin’s surge upon the news that Paypal is allowing bitcoin transactions on its platform. They look at durable goods orders, oil, gold, as well as investigating how big central bank balance sheets might get going forward. Lastly, Tony shares his view on how the upcoming U.S. Presidential election might affect markets. In the intro, editor Jack Farley looks at home sales, mall foreclosures, and “lender-on-lender” violence in the credit markets.

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