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EssentialDaily Briefing

Is the Market Mispricing the Fed?

Featuring Komal Sri-Kumar and Maggie Lake

January 12 at 9:00PM • 34 minutes

Essential

Daily Briefing

Is the Market Mispricing the Fed?

Has the Fed lost all credibility, or is a "soft landing" really on the horizon?

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Featuring Komal Sri-Kumar and Maggie Lake

January 12 at 9:00PM • 34 minutes

The pace of U.S. inflation slowed again in December as overall consumer prices fell by 0.1% month-over-month, according to the latest CPI report. Stocks ticked higher as a result, and the market is now pricing in a 25-basis point interest rate hike from the Fed next month. On today’s show, Maggie Lake is joined by Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, to hear why he believes the market is getting ahead of itself with this latest rally and why the Fed has lost credibility. We’ll also hear from Andreas Steno Larsen on why he prefers precious metals over energy as China reopens. You can check out Andreas’ new series, Steno’s Signals, right here: https://rvtv.io/3iuIO8j We want to hear from you, so make sure to get your questions in. Editor’s Note: Our live chat feature continues to be unavailable as we upgrade our video player technology. We apologize for the temporary loss of function. But we assure you, the upgrade will more than justify the wait! In the meantime, we will be monitoring the comments section. So, in addition to conversing with your fellow community members, please share your questions there.

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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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