3 Folgen

Each week we examine major themes driving the markets and use Refinitiv’s best-in-class data to assess the risks and opportunities for investors. Powered by Real Vision.

The Big Conversatio‪n‬ Real Vision Podcast Network

    • Geldanlage

Each week we examine major themes driving the markets and use Refinitiv’s best-in-class data to assess the risks and opportunities for investors. Powered by Real Vision.

    Will Inflation Hurt Your Tech Stocks?

    Will Inflation Hurt Your Tech Stocks?

    This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the impact of inflation and higher yields on risk assets such as tech stocks and to ask if inflation can take hold in the US if the rest of the world is experiencing deflation. Europe and China have economic models that don’t easily fit the reflation narrative. If inflation appears, could the US be going it alone? In the Chatter, Refinitiv’s Jharonne Martis discusses a key element for future demand – the health of the US consumer sector.
    See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 15 Min.
    Record Breaking Mania in Equity Options?

    Record Breaking Mania in Equity Options?

    This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the surge in single stock equity volumes which is breaking records again in early 2021. There was a distinct pattern of volatility into three of last year’s four major expiries and we should be prepared for similar activity into March. Retail investors are dominating the landscape, with volumes exploding on short dated, small sized and out of the money call options. Investors should be prepared for an equity market dynamic that can create air pockets in both directions. Recorded on Jan 26, 2021.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 16 Min.
    Introduction to The Big Conversation

    Introduction to The Big Conversation

    Introduction to The Big Conversation 
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 17 s

Top‑Podcasts in Geldanlage