30:57

EssentialDaily Briefing

Dominos Keep Falling in the Banking Sector

Featuring Maggie Lake and George Goncalves

May 04, 2023 • 30 minutes

Essential

Daily Briefing

Dominos Keep Falling in the Banking Sector

Contagion fears are mounting as shares of more regional banks sold off sharply on Thursday.

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Featuring Maggie Lake and George Goncalves

May 04, 2023 • 30 minutes

George Goncalves, head of U.S. macro strategy at MUFG, joins Maggie Lake to discuss the unwinding of U.S. regional banks, the ramifications of the ECB's 25bps rate hike following yesterday's Fed decision, and how to navigate markets in what could be a tumultuous next few months. You can find more of George’s work here: https://www.mufgamericas.com

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Real 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 Episodes

Real 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 Episodes

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