🔥 Prepare for 2030: Download Raoul Pal's FREE Report on PDF rvtv.io/3YOZZUe 0:00 Introduction 0:38 Election Market Impact 1:10 Election Day in the U.S. 2:49 Global Macro Focus 3:54 Non-Farm Payroll Report Analysis 5:54 Bond Market Reaction 7:12 U.K. Budget and Bond Yields 8:28 Liquidity Concerns in Bond Markets 10:07 U.S. Treasury Liquidity 11:25 Central Bank Intervention Needed 12:00 German Bund Liquidity Crisis 13:45 Eurozone Liquidity Challenges 14:15 Reasons for Liquidity Tightening 15:22 Inflation Concerns 16:24 Pain Threshold in Bond Markets 17:28 October Yield Patterns 18:03 U.S. Treasury Ammo for Liquidity 19:05 Election and Market Volatility 20:06 Polling Uncertainty and Market Impact 21:15 Lessons from 2020 Election 22:20 Predictions on Election Impact 23:59 Trump vs. Kamala Market Reactions 24:34 Policy Uncertainty under Kamala 25:05 Federal Reserve Rate Hike Prediction 26:22 Economic Models and Election 28:03 Liquidity Impact on Macro Models 29:18 Investment Strategy Insights 31:08 U.K. Bond Market Response 32:24 China’s Stimulus Strategy 33:05 China’s Off-Balance Sheet Debt 34:25 Debt Swaps in China 35:33 Xi Jinping’s Growth Strategy 36:26 Comparison with Western Stimulus 37:33 Investing in U.S. vs. China 38:12 Positioning and Trade Ideas 38:46 Election Day Encouragement 39:12 Conclusion and Call to Action
@RealVisionFinance hehe, you got me wrong there guys, By commenting anything, TH-cam algorithm gives u more visibility no? Hence my comment 😁 Sacrificing to the algorithm again 😘 Love yr work
🔥 Prepare for 2030: Download Raoul Pal's FREE Report on PDF rvtv.io/3YOZZUe
0:00 Introduction
0:38 Election Market Impact
1:10 Election Day in the U.S.
2:49 Global Macro Focus
3:54 Non-Farm Payroll Report Analysis
5:54 Bond Market Reaction
7:12 U.K. Budget and Bond Yields
8:28 Liquidity Concerns in Bond Markets
10:07 U.S. Treasury Liquidity
11:25 Central Bank Intervention Needed
12:00 German Bund Liquidity Crisis
13:45 Eurozone Liquidity Challenges
14:15 Reasons for Liquidity Tightening
15:22 Inflation Concerns
16:24 Pain Threshold in Bond Markets
17:28 October Yield Patterns
18:03 U.S. Treasury Ammo for Liquidity
19:05 Election and Market Volatility
20:06 Polling Uncertainty and Market Impact
21:15 Lessons from 2020 Election
22:20 Predictions on Election Impact
23:59 Trump vs. Kamala Market Reactions
24:34 Policy Uncertainty under Kamala
25:05 Federal Reserve Rate Hike Prediction
26:22 Economic Models and Election
28:03 Liquidity Impact on Macro Models
29:18 Investment Strategy Insights
31:08 U.K. Bond Market Response
32:24 China’s Stimulus Strategy
33:05 China’s Off-Balance Sheet Debt
34:25 Debt Swaps in China
35:33 Xi Jinping’s Growth Strategy
36:26 Comparison with Western Stimulus
37:33 Investing in U.S. vs. China
38:12 Positioning and Trade Ideas
38:46 Election Day Encouragement
39:12 Conclusion and Call to Action
Great one 👍
You guys keep bringing a lot of value. Thanks
Our pleasure!
My favourite episode so far. Love the 2
More to come...
Grazie 😊
Prego!
Excellent
Thanks
Us Americans feel so distant from our European brothers. Love to hear you guys talk!
Thanks for watching!
Bring back the disclaimer guys..
Hmmm last week it was massive liquidity coming but this week no
What is a clear election result if one of the candidates won’t accept the results if He loses…
How does Treasury action on TGA impacted by election ?
Trade the trend... haa tomorrow should be interesting
Sooo…China not helping either in liquidity space….hmmm
Sacrifice to the algorithm
It's almost 40 minutes long, and you haven't watched it entirely to make an assumption like that.
@RealVisionFinance hehe, you got me wrong there guys,
By commenting anything, TH-cam algorithm gives u more visibility no?
Hence my comment 😁
Sacrificing to the algorithm again 😘
Love yr work
s&p500 is always a safe bet
Ron Paul will come in and end the Fed :D
listening to Harris to understand her policy is waste of time bc she doesn't know herself. so she can't explain.
$DJT could quickly go to zero when he loses.