27:45
Essential
•Daily Briefing
Daily Briefing - April 16, 2020
Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of the "dollar milkshake theory" and more.
Featuring Nick Correa, Ed Harrison, and Roger Hirst
Apr 16, 2020 • 27 minutes
On today's Real Vision Daily Briefing, Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of Brent Johnson's "dollar milkshake theory" and Mike Green's thoughts on the concentration of capital. Harrison and Hirst analyze the impact that the Fed's yield curve control will have on net interest margins for banks and whether central banks will draw a "line in the sand."
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
More EpisodesReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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