The Big Conversation

This week Real Vision’s Jamie McDonald uses best in class data to look at whether recent weakness in equity markets could have further to go amidst signs of an economic slowdown. Although regional manufacturing surveys are rolling over, there are mixed signals coming from other important indicators which suggest the outlook might not be quite so bleak, as guest Charles Van Vleet explains.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Real Vision’s Roger Hirst uses best in class data to look at whether recent weakness in some commodities are signs that demand destruction is starting to appear. Copper has been breaking down and crude oil has pulled back from the highs, but are financial conditions yet tight enough to bring inflation under control? An additional risk is the uncertainty around the Bank of Japan, which appears to have supercharged its loose monetary policy. Is that sustainable?

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Real Vision’s Roger Hirst uses best in class data to look at the problems facing the world’s central banks. The ECB has convened an emergency meeting, the BoJ has reiterated yield curve control, and the Fed is debating a faster pace of rate hikes. With a new 40 year high in US CPI, it’s time to get serious. In the Chatter, LSEG’s Catherine Yoshimoto outlines the major liquidity event of the Russell Index reconstitution that takes place on June 24th.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Real Vision’s Jamie McDonald talks to Indrani De, LSEG’s Head of Global Investment Research, about the outlook for credit and the economy, including the impact that higher oil prices will have on growth. Indrani highlights that the credit markets are not yet showing any signs of stress, having only reached levels that were achieved prior to the pandemic. Are they a lagging indicator or are recession fears overblown?

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the recent break out in crude oil prices and the ongoing squeeze in agricultural products. US inflation may have peaked in H1, but that doesn’t mean it will quickly drop back to ‘normal’ levels. In the Chatter section, Roger Hirst talks to LSEG’s Director of European Gas Research, Wayne Bryan, about the structural issues in Europe’s energy market that could persist for a number of years.

 

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the current level of stock market volatility, which is high, but not excessive. Most major market lows are telegraphed by a surge in volatility, but should we expect that again this time?

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Jamie McDonald looks at the dramatic moves in agricultural commodities as a result of various export bans, the most recent coming out of India. Will similar announcements from China, Serbia, and Indonesia spark a cascading response from other exporters and risk further inflationary pressures? With policymakers squarely focused on taming inflation, investors might wish to reconsider their traditional asset allocations.

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the recent weakness across stocks and bonds. If retail investors are buying the dips and institutions have liquidated few of their positions, then who is behind this weakness?

 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

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This week Garett Lim speaks to Sabrina Bailey, London Stock Exchange’s Global Head of Wealth, to discuss the secular trends that are driving rapid change in the wealth management industry, and how technology is helping Asia to drive ahead.

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This week Real Vision's Jamie McDonald uses Refinitiv's best-in-class data to look at the dramatic move in the Chinese Yuan that has sparked a response from the People's Bank of China. Is their latest attempt to stabilize the currency a signal that troubles in China are far greater than investors appreciate? Between Covid lockdowns, a deteriorating economy and policy makers' attempts to support the economy, the recent developments in China have introduced a new set of factors to be considered by the US Federal Reserve.

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