Real Vision: Finance & Investing What Are Bank Earnings Telling Us?
13 snips
Apr 14, 2023 Strong bank earnings haven’t quieted worries about a slow-moving crisis. Ash Bennington and market strategist Brent Donnelly discuss the Fed’s rate path, recession risks, crowded bearish bets on stocks, and what currency positioning says about the dollar. They also explore gold, oil, commercial real estate, and the challenge of timing trades in uncertain markets.
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Episode notes
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Introduction
00:00 • 2min
The G-Sibs and the Slow Motion Crisis
01:55 • 3min
The Immaculate Disinflation Scenario
05:00 • 2min
The Fed's Balance of Terror
07:11 • 2min
The Long and Variable Lives of the Fed
09:36 • 4min
The Importance of Third Order Difference in Calculus
13:21 • 3min
The Fed's Intention to Break Things Is a Cause of the Deposit Crisis
16:09 • 2min
Positioning and S&P Futures From Non-Commercials
18:19 • 2min
The Fed's Slowdown in the Economic Data
20:25 • 2min
JPMorgan's Jamie Diamond on the Fed's Rate Cuts
21:59 • 2min
The Fed's Decision to Hike Rates in May
23:50 • 3min
The Fed's Communication Is Too Much
27:03 • 2min
The Impact of Market Forces on the Economy
28:51 • 2min
The Real Vision Daily Briefing: The Two Oldest Presidents in History
30:49 • 2min
The Dollar Ripped Because of Waller
33:07 • 2min
The Downtrend in the Dollar After CPI
34:50 • 2min
The Dollar Smile and the Carry Trade
36:31 • 2min
The Dollar Sell-Off in the US
38:35 • 3min
The S&P Core Logic Case Schiller Metro Area
41:19 • 2min
The Effect of QE on Asset Price Inflation
43:16 • 2min
How Does Trading Volume Look to Bread?
45:36 • 2min
The Correlation Between Crude and Oil Prices
47:50 • 2min
The Impact of Commercial Real Estate on Banks
49:42 • 2min
The Danger of Anecdotes
52:06 • 2min
The Implications for JPY and USD Bonds
53:38 • 2min
The Fed Terminal Rate and the Economic Slowdown
55:21 • 3min
The Most Expensive Mistakes Investors Make in Today's Tough Investing Climate
57:55 • 2min
The Importance of Timing in Crypto Trading
59:26 • 3min
The Real Vision Daily Briefing
01:02:12 • 2min