Daily Briefing - October 15, 2020

Real VisionOctober 15, 2020
Managing editors Ed Harrison and Roger Hirst analyze a choppy day of global market action. They look at European equities as well as currency swings in the Euro and the Australian dollar. Roger looks at gold, and Ed analyzes the effect of narrowing net interest margins on bank earnings and yield curves. They also discuss central banks' role in facilitating fiscal stimulus as well as global debt levels and zombification. In the intro, Haley Draznin analyzes price action, Morgan Stanley’s earnings, and the re-emergence of COVID-19 lockdowns in Europe.
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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
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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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