Daily Briefing

Real Vision Mar 27, 2020
Daily Briefing - March 27, 2020
With bad economic data already priced in, the real question is – what will the economy look like months from now? In today's episode, Raoul Pal and Ed Harrison explore that question with particular focus on Raoul's strong dollar thesis and a new twist: the long gold, long dollar pairs trade. They also analyze this week's bear market rally and investigate how subsequent central bank policy might affect future price action.
Real Vision Mar 26, 2020
Daily Briefing - March 26, 2020
For today's Daily Briefing, Real Vision's Ed Harrison and Roger Hirst comment on the rally in equities within the context of the recently passed American stimulus package and the record-breaking jobless claims numbers, which defied even the most pessimistic expectations. They discuss how the introduction of "QE infinity" is supporting markets and explore whether the global advent of activist monetary policy triggers a transition from a liquidity crisis to an economic malaise.
Real Vision Mar 18, 2020
Daily Briefing - March 18, 2020
With another day of equity sell-offs, roiling credit markets, and FX mayhem, Real Vision’s Ed Harrison and Roger Hirst break down the surge in the US Dollar and the knock-on effects it could create. They also touch on the chances of a recession – or even an economic depression – and shed light on the flurry of asset management and hedge fund deleveraging.
Real Vision Mar 30, 2020
Daily Briefing - March 30, 2020
Real Vision’s Max Wiethe and Ed Harrison connect to discuss the eerie calm in the market as we pass through the eye of the coronavirus storm. Many are in a wait-and-see pattern, but with Yum Brands successfully issuing the first junk bonds since March 4th, it seems as though some market participants are in full risk-on mode. As well, the duo examine the commercial lending market from an anecdotal perspective and areas of the economy like commercial real estate that could leave breadcrumbs for what to expect when the eye of the storm finally passes over.
Real Vision Mar 19, 2020
Daily Briefing - March 19, 2020
With confirmed COVID-19 cases continuing to rise, Real Vision’s Ed Harrison gives an update on the reported numbers. He and Roger Hirst break down the recent moves in the FX, equities, and oil markets. Harrison and Hirst share their thoughts on the Canadian oil conundrum, the effect of global monetary policy on the dollar and other currencies, how exactly Europe will respond to the coronavirus chaos, and more.
Real Vision Mar 25, 2020
Daily Briefing - March 25, 2020
In today’s daily briefing, Real Vision’s Roger Hirst joins Ash Bennington to hash through the day’s events and market action. The pair discuss the significance of what’s happening in equities, credit markets, and currencies, as well as the broader consequences of Fed actions and fiscal policy in the framework of the COVID-19 crisis.
Real Vision Mar 24, 2020
Daily Briefing - March 24, 2020
Today, Real Vision’s Ed Harrison and Ash Bennington discuss the latest developments in the COVID-19 crisis — on a day when the Dow closed up more than 10%, but tail risks appear to be building. Harrison and Bennington break down the case for and against nationwide lockdown, unpack the latest statistics, and discuss the broader economic implications of the fiscal and monetary response.
Real Vision Mar 17, 2020
Daily Briefing - March 17, 2020
PLEASE NOTE THAT FROM 9 A.M. TO 6 P.M. YOU WILL SEE A SHORT 1-MINUTE VIDEO IN THE PLACE OF THAT DAY’S EPISODE. THIS CLIP SERVES AS A PLACEHOLDER FOR THE DAY’S VIDEO — SO THAT THE MINUTE THE ACTUAL EPISODE IS READY TO AIR, WE CAN SWAP THE PLACEHOLDER OUT AND GET THE DAILY BRIEFING TO YOU AS QUICKLY AS POSSIBLE. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. Real Vision’s Daily Briefing will be filmed Monday through Friday after the US market closes at approximately 4:15 p.m. ET and released that same day, with the goal of having the show out before 6:00 p.m. ET. The show will always feature a host from Real Vision and a guest, sometimes a member of the editorial staff, and sometimes a contributor from outside of Real Vision. You can expect the show to be approximately 15-20 minutes in length, to cover the important developments from the day, and to tie these recent events back into the durable themes and long-form pieces that are core to Real Vision’s coverage and analysis.
Real Vision Mar 20, 2020
Daily Briefing - March 20, 2020
Following a week of market losses and widespread lockdowns of cities and states across the country, Real Vision’s Raoul Pal and Ash Bennington provide broader context and analysis around the latest coronavirus related events. The pair discuss the damage COVID-19 is doing to the real economy, the trajectory of the virus itself, and potential solutions to the most pressing economic problems.
Real Vision Mar 16, 2020
Daily Briefing - March 16, 2020
With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. Real Vision’s Daily Briefing will be filmed Monday through Friday after the US market closes at approximately 4:15 p.m. ET and released that same day, with the goal of having the show out before 6:00 p.m. ET. The show will always feature a host from Real Vision and a guest, sometimes a member of the editorial staff, and sometimes a contributor from outside of Real Vision. You can expect the show to be approximately 15-20 minutes in length, to cover the important developments from the day, and to tie these recent events back into the durable themes and long-form pieces that are core to Real Vision’s coverage and analysis. Please note that from 9 a.m. to 6 p.m. you will see a short 1-minute video in the place of that day’s episode. This clip serves as a placeholder for the day’s video — so that the minute the actual episode is ready to air, we can swap the placeholder out and get the Daily Briefing to you as quickly as possible.
Real Vision Mar 31, 2020
COMING SOON: Daily Briefing - March 31, 2020
PLEASE NOTE THAT FROM 4 P.M. TO 6 P.M. YOU WILL SEE A 20 MINUTE VIDEO IN THE PLACE OF THAT DAY’S EPISODE. THIS CLIP SERVES AS A PLACEHOLDER FOR THE DAY’S VIDEO — SO THAT THE MINUTE THE ACTUAL EPISODE IS READY TO AIR, WE CAN SWAP THE PLACEHOLDER OUT AND GET THE DAILY BRIEFING TO YOU AS QUICKLY AS POSSIBLE. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. Real Vision’s Daily Briefing will be filmed Monday through Friday after the US market closes at approximately 4:15 p.m. ET and released that same day, with the goal of having the show out before 6:00 p.m. ET. The show will always feature a host from Real Vision and a guest, sometimes a member of the editorial staff, and sometimes a contributor from outside of Real Vision. You can expect the show to be approximately 15-20 minutes in length, to cover the important developments from the day, and to tie these recent events back into the durable themes and long-form pieces that are core to Real Vision’s coverage and analysis.
Real Vision Mar 23, 2020
Daily Briefing - March 23, 2020
Real Vision’s Ed Harrison and Ash Bennington break down the mechanics of the policy tools unveiled in today’s historic announcements from the Fed as the central bank dramatically ramps up liquidity support for the US economy during the COVID-19 crisis. The pair also discuss lawmakers' inability to pass a fiscal stimulus package and the blurring lines between fiscal and monetary policy.