34:38

EssentialDaily Briefing

When Will This Energy Crisis End?

Featuring Weston Nakamura and Andreas Steno Larsen

August 22 at 8:00PM • 34 minutes

Essential

Daily Briefing

When Will This Energy Crisis End?

Europe is just one area of concern amid an increasingly fraught global outlook.

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Featuring Weston Nakamura and Andreas Steno Larsen

August 22 at 8:00PM • 34 minutes

U.S. equity indexes opened deep in the red and traded lower through the day, as investors price in “risk off” signals emerging everywhere from China to Germany and anticipate a big week of news from the Federal Reserve’s Jackson Hole Economic Symposium. As Weston Nakamura notes, today’s price action was foretold last Friday, when the Peoples Bank of China stepped in to defend the Chinese yuan. Prices of risk assets everywhere – including Bitcoin – began to retreat. Now we have more signs the European energy crisis is deepening, with natural gas prices surging on a new round of “maintenance” on the Nord Stream 1 pipeline that runs from Russia to Germany via the Baltic Sea. Weston joins Andreas Steno Larsen to talk about the seemingly rapid shift to a “risk off” tone, signals from the forex market, this energy crisis, and how to trade this kind of action. We also hear from Santiago Capital CEO Brent Johnson about the relationship between pegged and un-pegged currencies. Watch the full video featuring Francis "The Market Sniper" Hunt and Brent Johnson here: https://rvtv.io/3AeYC3F.

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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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