Daily Briefing – August 10, 2020 – Buy Signals May Actually Be Sell Signals in Equity Markets
Ed and Ash analyze bank balance sheets in Europe, supply constraints of consumer staples, volatility, market breadth, and "bear steepening".
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
Real Vision senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the pivotal forces driving markets. They discuss bank balance sheets in Europe and how compression of net interest margins are damaging bank earnings. Ash discusses supply constraints of consumer staples, and Ed analyzes volatility, market breadth, and “bear steepening” through the lens of his recent interviews with Milton Berg and Charlie McElligott. They also look forward to a market of lower growth and higher prices. In the intro, Jack analyze Berkshire Hathaway’s recent Q2 earnings report.
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