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Daily Briefing – May 12, 2020

16 days ago

Real Vision’s Ash Bennington and managing editor Ed Harrison discuss the latest developments in macro, markets, and coronavirus. They dive into the havoc wrecked on the jobs market, the continuously moving plans to reopen the US economy, and Dr. Fauci’s warning today to the US senate. They also review what’s happening in the Eurozone and which European economies may be a model for the US’s own reopening.

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Daily Briefing – May 11, 2020

17 days ago

Real Vision’s Ash Bennington and Managing Editor Ed Harrison discuss Raoul’s Expert View, "Global Recession – What’s Next?", which was released today. Bennington and Harrison then take a deep dive into the real economy with a special focus on the risks posed by debt deflation. The pair also talk about the reopening of the global economy with an eye toward recent events in Germany. In the intro, Jack Farley looks at a dramatic new chapter in the WeWork saga.

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Daily Briefing – May 8, 2020

20 days ago

Ash Bennington hosts Real Vision’s Roger Hirst. Today, Bennington and Hirst explore the relationship between fundamental and technical analysis in the context of the Coronavirus crisis. The pair also discuss the role of the European Central Bank in light of the recent landmark decision by the German constitutional court.

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Daily Briefing – May 4, 2020

24 days ago

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss Warren Buffett and his statements at the Berkshire Hathaway Annual Shareholders Meeting, the state of the airline industry, and the risks and limitations of reopening the global economy.

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Daily Briefing – May 1, 2020

27 days ago

Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative data, and confounding price action. Raoul describes an alarming pattern he’s been noticing in data on foot traffic, and gives his view on whether fiscal and monetary will be able to "paper over the cracks." Raoul and Ash then analyze the recent mortgage payment figures, and have a little bit of fun with Elon Musk’s recent antics.

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Daily Briefing – April 30, 2020

28 days ago

Real Vision’s Managing Editor Ed Harrison sits down with Roger Hirst to discuss what’s going on in markets today. Harrison and Hirst touch on the economic numbers coming out of the U.S. and Europe, the possibility of China exporting deflation, and how the market will move forward in light of this information.

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Housekeeping Note On Site Redesign

June 1, 2016

As readers may have noticed, there have been some cosmetic changes to the layout of the website.
First and foremost, we responded to readers’ repeated requests and have finally added a mobile version of the website.
Second, we have revised the desktop version of the site in a move we hope will make the site faster, as well as more resilient to heavy traffic outages.
We have also changed the formatting of the comment section to be able to accommodate more indented comments as well as added a "reply-to" functionality within the comments.
There are ongoing fixes we will implement over the next hours to restore full functionality, as well as improve speed.
Over the next few weeks we will be rolling out further modest changes to streamline the site.
This is a work in progress: as such, we are willing to listen to readers’ constructive suggestions on how to improve the browsing experience.

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