Are We At Breaking Point? | The Big Conversation

Are We At Breaking Point? | The Big Conversation

Broadcast on: September 29
Duration: 8:48

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.

  • Head of Economics, Quant and Multi Asset Research

    Kokou Agbo-Bloua, Head of Economics, Quant and Multi Asset Research, Societe Generale

  • Jamie McDonald, Refinitiv

  • Independent Macro Analyst, Co-Head of Content

    Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group

More from OETV

What's happening on OETV

X

We value your privacy

This website or its third party tools uses cookies, which are necessary for its functioning and required to achieve the purpose illustrated in our Privacy Policy. By clicking "Accept" or dismissing this notice, you agree to our website's use of cookies.