The Week Ahead – 27 Jun 2022: The “R” Word
Powell was out saying “I don’t think a recession is inevitable” but also admitted that rate hikes may be one of many factors that push the economy into recession. All of this while bank credit continues to grow, which we saw flatten in 2020 and decline in 2008. What’s happening? Is a recession inevitable at this point?
We talked about the dollar two weeks ago and the strength is still there. Are we pushing higher so commodities feel a bit cheaper to Americans? Is this temporary – mainly so Americans talk about cheaper gasoline over the July 4th holiday weekend? How far and how long do you expect the dollar to go? Why?
Can crude continue to rally into a recession?
CNA: What does the 75bps mean to the US economy and Fed’s credibility?
Tony Nash joins Channel News Asia and discussed the possible 75 basis point hike by the Fed and what does that mean for the US economy and for the Fed’s credibility?
Fed Chair Jay Powell Utters Dreaded ‘R’ Word
With Fed Chair Jerome Powell admitting that a recession is inevitable in the US, the narratiive now turns to its timing and magnitude. Tony Nash, CEO, Complete Intelligence., helps clear the air.
The Unbeatable Artificial Stock Market
Show Notes MG: The Lead Lag Report joining us for the hour here is Tony Nash of Complete Intelligence has found a lot of people that I respect following. Tony, I saw a few people saying they were excited to hear what Tony has to say. So hopefully we’ll have a good conversation here. Tony […]
The Week Ahead – 13 Jun 2022: CPI & “Peak Inflation”
We had a chop last week. And towards the end of the week, we had the CPI print, which put a damper on markets. In this episode, we’ll talk about CPI and peak inflation, which people have been talking about for months, but we haven’t quite hit it yet. Of course, we’re going to talk about the hot dollar, and we’re going to talk about fuel inflation and things like refining capacity and even a nat gas plant explosion that happened here in Texas last week.
Amidst Volatility, Boring is Good
This podcast first appeared and originally published at https://www.bfm.my/podcast/morning-run/market-watch/us-fed-interest-rates-inflation-earnings-consumer-sentiment on June 9, 2022. US markets remained volatile and on a downward trend as inflation concerns heightened. With that, the US consumer is beginning to feel the pinch of rising food and energy prices. What then does this mean for earnings in the coming quarters and has this […]
The Week Ahead – 06 Jun 2022: Is India a geopolitical trend setter?
This past week, we had a flat S&P 500. Nasdaq was up slightly. Bond yields were up slightly. It was a summer stall this week. Not a lot happening from the beginning to the end of the week. In this episode, we’re going to focus on geopolitics.