Timothy Sumer

Maggie Lake is joined by Vincent Deluard, director of global macro strategy at StoneX Group, to discuss this morning's key inflation data, stress on the banking system, and why infrastructure and chips are 2 reasons the U.S. will not see a recession in 2023. In the second half of today's show, Vincent will share which assets he believes will outperform in this new economic regime. You can find more of Vincent’s work here: 🔥 of Real Vision Premium access & insights for only $ (seriously!) #financialmarkets #macro #realvision About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts. Connect with Real Vision™ Online: Twitter: Instagram: Facebook: Linkedin: Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP vide...

It’s a crucial week for markets as the ECB, BOJ, and the Fed all face rate decisions. Sam Burns, chief strategist at Mill Street Research, joins Maggie Lake to discuss the significance of the lineup of central bank rate decisions this week and analyze some recent economic data out of China. Plus, Sam will share which parts of the world he believes are ripe for investment. You can find more of Sam's work here: Make sure to check out Raoul's "Past, Present, and Future of Real Vision" video to learn about some big changes coming to the platform: If you want to level up or lock in your membership, right this way: 🔥 of Real Vision Premium access & insights for FREE (seriously!) #financialmarkets #macro #realvision About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts. Connect with Real Vision™ Online: ...

Maggie Lake is joined by Darius Dale, founder and CEO of 42 Macro, to analyze the latest economic data and the warning signs he's seeing in the liquidity. You can find more of Darius’ work here: We want to hear from you, so get your questions in. #macro #realvision #financialmarkets About Real Vision™: Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts. 🔥 Get a 14-day trial to Real Vision 👉 Connect with Real Vision™ Online: Twitter: Instagram: Facebook: Linkedin: Disclaimer: This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications collectively referred to as “RV RELEASES” is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sourc...