Crude Oil Supply: The Week Ahead – 29 Aug 2022
Saudi Arabia has come out with some comments about restricting their supply, and we also have some information on the SPR release in the US. We also discussed the Jackson Hole drama and the conclusions of Powell’s latest speech. We’ve seen movements in tech stocks and some talks of the stimulus release. Will we finally get some China stimulus?
Tech giants reveal algorithm secrets to Beijing
Roger Hearing is joined by writer and journalist Karen Percy in Melbourne, and Founder of AI firm Complete Intelligence, Tony Nash, in Houston. They discuss the tech giants in China that have shared details of their algorithms with Beijing for the first time.
FOMC Minutes Hint at 50bps Hike
Markets ended their 5 day winning streak but result season has so far been very positive. So where are markets heading since inflation is still high. Do the FOMC minutes give us any hint? Tony Nash, CEO of Complete Intelligence tells us.
The Week Ahead – 15 Aug 2022: Europe drought: Cost, energy & industry impact
Learn more about CI Futures here: https://completeintel.com/2022Promo In this episode, we talked about the European drought — and looked at the cost, energy impacts, and industry impacts. We also talked about coal and discussed more broadly energy. But more specifically coal, and what will be some of the issues around it. How will the coal […]
How AI-based ”nowcasts“ try to parse economic uncertainty
Complete Intelligence is a ML startup based outside Houston, Texas, that specializes in nowcasting for clients in finance, healthcare, natural resources, and more. We spoke with its founder and CEO, Tony Nash, to get a read on how its ML works and how the startup had to adjust its algorithms due to market uncertainty.
Fed Giving Mixed Signals
Macroeconomic data and the bond market are signaling that the US economy is heading for a slowdown but yet equity markets remain robust. Tony Nash, CEO of Complete Intelligence explains why whilst giving us his views of Asian equity markets.
US-China tensions: Beijing hits out as Pelosi arrives in Taiwan
US House of Representatives Speaker Nancy Pelosi has become the most senior US politician to visit Taiwan in 25 years, despite China warning that Washington would “pay the price” if she visited the island. Beijing warned it would respond to any potential visit from Pelosi, who has not been backed by the White House to visit Taiwan. The first grain ship to depart Ukraine since Russia’s invasion – The Razoni, has arrived at Turkey’s Bosphorus strait. The vessel which is carrying 26,000 tonnes of corn, will be inspected on Wednesday morning before continuing its journey to Lebanon.
The Week Ahead – 08 Aug 2022: Low energy prices, China tech & stimulus, equity upside?
Energy has taken a huge downside hit this week, in the wake of the OPEC+ announcement, US refining capacity utilization declining, etc. What’s happening?
With China-Taiwan-US tensions tighter than they’ve been for years, we’re seeing Chinese tech stocks just muddle through.
The Week Ahead – 03 Aug 2022: Pelosi, China, & Taiwan
There’s all this buzz around Nancy Pelosi’s visit to Taiwan. What is she doing there? Why all the stress? Why is China upset? Also, Yellen got China to stop the stimulus. If China starts the stimulus, will that be a really good thing for Chinese equities? And what does that do for the CNY? We also discussed the likelihood now with Pelosi’s visit that China will start stimulating. And what does that mean for oil and gas imports and Europe?
Will we see the impact of raising interest rates for the fourth time on inflation in the coming period?
Will we see the impact of raising interest rates for the fourth time on inflation in the coming period?