Monetary Policy

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Thursday on INK Ultra Money: The cannabis 4 horsemen and the technical ingredients for an S&P breakout

Here is what's new today on INK Ultra Money.

1. The Cannabis Four Horsemen  - Real Vision (free content)

Todd Harrison, founding partner and chief investment officer of CB1 Capital Management, walks through how to take advantage of the recent volatility and liquidity concerns in the cannabis space. In this interview with Jake Merl, Harrison reviews his favorite cannabis stocks for sale, highlights the importance of the SAFE Banking Act, and notes how traders should position in the months to come. Filmed on September 24, 2019.

Harrison sees parallels to the dot.com washout

Wednesday on INK Ultra Money: Some value stocks already have recession priced in plus BCE political risk

Here is what's new today on INK Ultra Money.

1. Peak Leverage at Peak Earnings - Real Vision (subscriber content)

Why are bonds and stocks sending conflicting signals at investors? Andrew Lapthorne, global head of quant research at Societe Generale, helps answer this question in his conversation with Roger Hirst. In this conversation, you’ll understand which markets have already priced in recession and why historically defensive assets may not appear as advertised. Lapthorne also dissects the connection between volatility and corporate spreads. Filmed on September 13, 2019 in London.

 

Lapthorne: Buybacks are subsidizing company wages

New Monday on INK Ultra Money: Former Fed insider sees a mini buyers strike

Here is what's new today on INK Ultra Money. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. Former Fed Insiders on Dollar Repo Madness - Real Vision (Subscriber content)

Is this just another mid-cycle adjustment like 1995? Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision to tackle that question. But, that's just the start. These two former insiders at the Dallas Fed deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York.

 

Goncalves: a mini buyers strike is kind of forming

New Thursday on INK Ultra Money: What the Fed cut means and Yangarra bargain hunters

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to free episodes from Real Vision. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. What the Fed Cut Means for the Treasury Trade - Real Vision (Free)

Tony Greer, editor in chief of The Morning Navigator, breaks down the FOMC’s decision to cut interest rates and discusses why he thinks it’s business as usual for markets. In this interview with Alex Rosenberg, Greer walks through the recent spikes in both oil prices and the repo market respectively, highlights the trade war’s impact on the bond market, and reviews where he expects the 10-year Treasury note to head next. Filmed on September 18, 2019.

 

Greer is bearish on bonds

New Wednesday on INK Ultra Money: Fed day special with Komal Sri-Kumar

Here is what's new today on INK Ultra Money.

1. Bonds: The Fed & Trade Wars - Real Vision (free content)

Komal Sri-Kumar, president of Sri-Kumar Global Strategies, updates his home-run trade on Treasuries and reviews his current outlook for recession. In this interview with Jake Merl, Sri highlights the upcoming FOMC meeting, discusses why the trade war is the main driver for the bond market, and notes his expectations for the 10-year Treasury yield. Filmed on September 17, 2019.

 

Komal Sri-Kumar: Trade war will influence direction of rates

Tuesday on INK Ultra Money: Monetary policy hits the wall plus gearing up in the oil patch and an update on uranium

Here is what's new today on INK Ultra Money.

1. When Monetary Policy Isn't Enough - Real Vision

Change is coming. Christophe Ollari, founder of Ollari Consulting, predicts that we have seen the peak of monetary easing for this cycle. In its place, Ollari argues that policy will tilt toward a new sort of “Social QE” - involving central banks and governments in Europe, Japan, and the U.S. acting in concert. Ollari explains the political ramifications of this shift in policy, and speaks to what it means for markets. Filmed on September 13, 2019 in London (subscriber content).

 

Christophe Ollari: There is a fracture

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