Are We At Breaking Point? | The Big Conversation
This week Real Vision’s Jamie McDonald uses best in class data to ask the big question on everyone’s lips right now: “Are we about to see capitulation in markets?" With the help of Refinitiv’s exhaustive data, the answers lie in the keeping a close eye on measurements such as unemployment, consumer sentiment and the ISM. But keep an eye too on the correlation between assets, because that can be a very good sign that we are teetering on the edge, driving yet more unusual reactions from policy makers in an attempt to stop markets from going over.
Kokou Agbo-Bloua, Head of Economics, Quant and Multi Asset Research, Societe Generale
Jamie McDonald, Refinitiv
Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group