The Big Conversation

By: Real Vision Podcast Network
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  • Summary

  • 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.
    © Copyright 2021 Real Vision
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Business & Careers Economics Personal Finance Politics & Government
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Episodes
  • Ten Charts for 20 23 | The Big Conversation | Refinitiv

    Ten Charts for 20 23 | The Big Conversation | Refinitiv
    Dec 15 2022
    This week Real Vision’s Roger Hirst uses best in class data look at 10 charts that could be pivotal to performance in 2023. Inflation, unemployment and the policy response are key, but the energy crisis is still bubbling beneath the surface and recession-watch will be everyone’s favourite pastime next year. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    20 mins
  • Is it too soon to cheer? | The Big Conversation | Refinitiv 

    Is it too soon to cheer? | The Big Conversation | Refinitiv 
    Dec 8 2022
    Chinese equities have been rallying for a month in expectation that COVID restrictions would be lifted. Despite this, commodities and other global assets that should have been affected have yet to provide anything more than false starts. This week, however, we got the definitive news that restrictions were being lifted meaningfully and we assess whether this is now the time that commodities finally make their move higher Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    7 mins
  • Is bad data now good news for stocks? | The Big Conversation | Refinitiv

    Is bad data now good news for stocks? | The Big Conversation | Refinitiv
    Dec 1 2022
    In this episode of The Big Conversation, Real Vision’s Jamie McDonald examines the possible reasons for the pullback in commodity prices and asks whether an impending recession is the main driver. If that is the case, then why do we see such resilience in 2023 corporate earnings especially when other data, particularly housing data, is pointing to estimates being far lower. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    17 mins

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