Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful.
The lack of clear direction is driving the markets up and down, and big bank analyst have very diverging opinions r ... Show More
Feb 2023
Bard’s gaffe costs Google more than $100bn!
US equities fell yesterday on the back of two important factors: hawkish comments from the Federal Reserve (Fed) members, and the unexpected surge in the American used car prices. The S&P500 fell more than 1%, while Nasdaq slid around 1.80%.
Inside Nasdaq, Google had a particular ... Show More
10m 46s
Feb 2021
The Triggers for a Bond Bubble Pop Are Now in Motion
DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the la ... Show More
34m 39s
Sep 2022
Andrew Sheets: The State of Play in Markets Globally
<p>There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More
3m 26s