32:56

EssentialDaily Briefing

Is Everyone Wrong About U.S. Rates?

Featuring Harry Melandri and Maggie Lake

Aug 01, 2023 • 32 minutes

Essential

Daily Briefing

Is Everyone Wrong About U.S. Rates?

As August begins, job openings cool off while earnings season rolls on.

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Featuring Harry Melandri and Maggie Lake

Aug 01, 2023 • 32 minutes

Harry Melandri, advisor at MI2 Partners, joins Maggie Lake to discuss two competing fundamental macro stories that are shaping the current landscape, the potential for further Fed interest rate hikes, and the broad impacts of "higher rates for longer." You can find more of MI2 Partners' work here: https://mi2partners.substack.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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