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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group
The Big Conversation | Aired: 2020-01-24
This week Real Vision uses Refinitiv's best-in-class data to look at the broad market and assess whether stretched asset prices are genuinely in bubble territory. The lack of emotional attachment suggests that equities could still be some way short of a euphoric top. The market chatter sees a buying opportunity for the British Pound in the recent weak UK data, which largely pre-dates the election. And the whisper looks at a couple of market hedges that try to keep down the carry costs that are killing us.