Ed Harrison and Max Wiethe discuss the next turn of the rotation trade and the few crumbs of information from today's Fed meeting.
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Featuring Ed Harrison and Max Wiethe
Dec 16, 2020 • 27 minutes
Real Vision Managing Editor Ed Harrison and Editor Max Wiethe discuss the next turn of the rotation trade and the few crumbs of information served up from today's Fed meeting. Ed and Max begin by briefly addressing today’s Fed FOMC meeting where, almost no major changes were announced and focus on the updated summary of economic projections. They then examine the bull case for the next leg of the rotation trade and the argument that its geography could be much different than the prior leg. They also discuss a few recent market anomalies surrounding algorithmic trading, as well as the recent onslaught of IPOs.
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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