Bond yields are rising along with anti-inflation rhetoric and geopolitical tension.
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Featuring Weston Nakamura and Ash Bennington
February 14 at 9:00PM • 31 minutes
Equity indexes faded into the close today, as investors continue to weigh prospects for a diplomatic solution to the simmering problem in Eastern Europe. U.S. President Joe Biden issued an ultimatum to Russian President Vladimir Putin over the weekend, and German Chancellor Olaf Scholz is shuttling between Kyiv and Moscow Monday and Tuesday. Meanwhile, St. Louis Federal Reserve President James Bullard reiterated his hawkish stance on inflation, noting that it may be necessary to “front-load” interest-rate hikes. But the Bank of Japan remains on the side of easy money and “yield curve control.” This divergence among central banks could have major ramifications for stock prices, particularly high-growth tech names, as Weston Nakamura explains to Real Vision’s Ash Bennington in today’s Daily Briefing. Be sure to watch Weston's YouTube video here: https://rvtv.io/3uJCXj4. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3oPv7Ax.
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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