China could spoil the Fed Pivot party | The Big Conversation | Refinitiv

On this week’s Big Conversation, Real Vision’s Jamie McDonald looks at the recent jump in commodity prices and discuss what it means for the Fed if the rumors coming from China are true. In the chatter Real Vision’s Jamie McDonald sits down with Chief UK Economist at Societe Generale, Dr Brian Hilliard, to discuss what the BoE is planning to do if inflation continues especially with the onset on a recession imminent. 

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today’s markets. (Think of it like TED Talks for Finance.). Understand the complex world of finance, business and the global economy with real in-depth analysis from real experts. 

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[nickkacures]

But those products coming out of China will be deflationary so more of a wash and we are seeing a global recession at the same time. So yes Bull market in commodities but slowly at first then off to the race’s in years to come

[willjames]

if you adjust the color space of your camera the color balance of your videos will look a lot better.

[crypto]

gapped up and mooned.. i go like the long term sideways action on the bigger frame on copper... cotton could get intetesting toooo

[captnhuffy]

True. But Free Markets are far more Nimble than Central Planning. Influence yes; but small Impact on the direction the US dictates.

[mersingmalaysia]

Problem with Westerners especially Americans, is they evaluate other people from their perspective. Indochinese, Iraqis, Afghans, and this time Chinese. They were wrong every time.

[manishtandon]

Total NONSENSE that's missing numbers!

[butt.]

Sounds like it can go either way. Supply chain is way too complex, China may see a boom in demand for some US sectors while others falter.

[civiltrialatty]

Fascinating recent study out of Univ of Chicago relevant to Ccp Stocks. Scientists looked at electrical output of major industrialized countries at night as measured by satellites as they pass over Earth’s dark side to Sun (10 plus years of satellite data) and compared to reported GDP of each industrialized country. They found an anomaly re China. Ccp has been exaggerating their GDP by at least 25%. “Blue Star Airlines - put ur best customers on it”.

[galatians]

I totally agree. I'm an ex NYMEX Pit Trader and currently trade online. Inflation has NOT peaked. I see Fed Funds Rate 5%-6% for a very long time. 2023 is going to be horrendous for equity markets. Stagflation coming soon. Remember Biden unleashed Strategic Oil Reserves on the market. WTI and Brent are creeping up again. Thank You for a great show.