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Essential

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Daily Briefing

Is it Time to Adjust Fed Expectations?

10-Year bond yields bounced back above 4% as Fed officials cool the talk of rate cuts.

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Featuring Jared Dillian and Maggie Lake

Jan 16, 2024 • 32 minutes

Jared Dillian, editor of The Daily Dirtnap newsletter, joins Maggie Lake to take the temperature of risk assets and share his outlook for bonds amid the current volatility.

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.

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.

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