UK Turns To QE To Calm Markets
The Bank of England surprised markets by announcing that it would buy long dated government bonds in order to stabilise capital markets. Tony Nash, CEO of Complete Intelligence explains why and what does this mean for the Pound.
Equity Downtrend: The Week Ahead – 26 Sep 2022
S&P has fallen to 2680. It’s down by 1.7%. How serious is the equity downtrend? The market is in a longer-term downtrend. Do we expect sharp rallies into the long-term trend or new lows for the year and a test of 3300-3500 on the S&P? Eric Barna talked us through this from the technical perspective.
Also, we looked at the Fed’s view of a better balance in the labor force. Sam Rines has written about that and he talked us through that as well.
Lastly, we have Tracy Shuchart who shared more of the energy issues in Europe and some issues around potentially moving manufacturing out of the region in a way that will hit the most.
Uber’s computer systems are hacked
Uber said it was responding to a ‘cybersecurity incident’ and that several internal systems had been affected. Why do we have such an attachment to some of our favourite brands? Meta applied to buy out the gif platform Giphy.
US Dollar Strength The New Excuse Of Weak Corporate Earnings
With stronger inflation data suggesting that the Federal Reserve will continue with their hawkish stance, what then does this mean for markets? And will inflation be exacerbated by the potential rail strike.
Strong US Dollar: The Week Ahead – 19 Sep 2022
We talked through why the dollar is where it is and how long we expect it to stay there. Brent Johnson recently said that the USD & equities will both rise. And so we dived a little bit deep into that.
We also looked at crude. Crude’s obviously been falling. Tracy discussed how long is that going to last. We also did a little bit of Fed talk.
Europe Energy Crisis: The Week Ahead – 12 Sep 2022
This past week, we’ve seen a lot happen in equity markets. But what’s looming in the background of all of this is geopolitics. And so, in this episode, we talked about the long tail of Europe’s energy crisis. We also looked at the impact of US Dollar strength on the EU and to a lesser extent EM. Lastly, we discussed the growing US-India tensions over the Russian oil cap.
UK Prime Minister Truss pledges action on rising energy bills
UK Prime Minister Liz Truss is expected to announce a package of support to deal with rising energy bills in the coming days. It’s understood the government could spend $115 million on plans to subsidise bills.
European Natgas: The Week Ahead – 5 Sep 2022
This week we’ve seen a lot around dollar hitting almost 110. We’ve seen a lot in the US market downturn. There’s a lot of speculation around the Fed. But we’re really focusing on Europe this week.
This week’s key themes are around European natgas: stock versus flows, Russian oil price caps and the fallout that has come with that, food and fertilizer in Europe, and then we’ll look to the week ahead.
Trapped With Upside Capped For US Markets
Can the Federal Reserve engineer a soft landing for the US economy? Are the odds stacked against them especially if consumer spending stops suddenly. Tony Nash, CEO, Complete Intelligence gives us his views.