The Week Ahead – 25 Jul 2022: Europe is a mess. What’s next?
We had a big week, with a lot going on globally. The president’s got COVID. Europe raised rates to zero, and so on and so forth.
First, we talked about Europe. It’s a mess, everyone knows that, but we talked through some opportunities there.
Next, we talked about aluminum. Industrial metals have been really interesting on the downside of late, but Tracy found something around aluminum that is really interesting.
And then we talked about tech, about Snap’s earnings, and what that could mean for other tech earnings coming up.
USD-Euro Parity Offers Opportunities
Currencies have been in a flux with the US dollar gaining strength on the back of the rising Fed fund rate. Our CEO and founder, Tony Nash tells us if there are actually investment opportunities from this.
The Week Ahead – 18 Jul 2022: Biden’s Saudi Arabia trip 🛢️
Biden’s Saudi trip ended up being a disappointment. What does the appreciated USD mean? We also talked about the FOMC expectations. What will the Fed do, especially given CPI PPI data?
Startups Helping Businesses Understand What Customers Want
Complete Intelligence runs more than 15 billion data points through an AI platform, making trillions of calculations across 1,400 industry sectors. This allows it to provide its customers in industrial manufacturing as well as the oil and gas, chemicals, electronics, food and beverages industries with a fully automated, globally integrated artificial intelligence platform to help purchasing, supply chain planning, and revenue teams make accurate forecasts.
No Let Up in Fed Rate Hikes
Despite weaker economic data, will the Federal Reserve continue their hawkish stance? Do the FOMC minutes offer any hints of their stance? Our CEO and founder, Tony Nash tells us whilst telling us the impact of rising rates on the banking and property sector.
The Week Ahead – 11 Jul 2022: Energy Backwardation
We had a pretty volatile week this week, with crude selling off pretty sharply early in the week. In this episode, we’re going to look at energy backwardation, and Tracy is going to educate us on what’s happening in those markets.
We also had some comments from Putin about a multipolar world. We’re going to have Albert talk through that.
And then on Friday, unfortunately, we saw the assassination of Japan’s former Prime Minister Abe. So we’re going to talk about the Japan post-Abe and what that means for the region.
More Cryptocurrency Firms in Danger
As markets tumble, users are left unable to withdraw from some exchanges, and a leading hedge fund prepares to enter liquidation. Is crypto in terminal decline? Scott Chipolina, correspondent for the Financial Times, says investors are well used to challenging conditions.
The Week Ahead – 04 Jul 2022: Metals Meltdown
We’ve all seen many chops in the markets, especially on the energy side, with the fuel and oil shortages. That was a little bit unexpected to people. Equity markets are struggling and there are a lot of talks this week about recession and trying to move the Fed into being more accommodative, which is 180 degrees from where we were two weeks ago.