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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group
The Big Conversation | Aired: 2021-05-25
This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the sudden rise in reserves that banks are depositing with the Federal Reserve. Is there too much cash, or too few things to buy? There is something wrong with the system and it could be that commercial banks are reaching their QE limits. In this week’s Chatter, Oliver Dancel-Fiszer discusses the growing investor optimism for opportunities in Africa, where demographics, trade agreements, and technology are helping to build a new set of businesses that are breaking these economies away from their historical reliance on commodities.