$300 crude, bullish housing, Japan, recession, and oil demand [The Week Ahead – 26 Dec 2022]
This Week Ahead episode is joined by Harris Kupperman or Kuppy, Brent Johnson, and Tracy Shuchart. Themes: $300 crude & (still?) bullish housing, Japan’s “normalization”, and recession & oil demand elasticity.
Widow-maker trading | Energy & Inflation | WTI & SPR [The Week Ahead – 19 Dec 2022]
There’s been a lot of macro data out and some of that stuff has been classified by a few people as widowmaker trades. We look at energy and inflation and then we looked at WTI and the SPR with Tracy.
The Powell Recession Is Here
This podcast is owned by BFM 89.9. Find the original source at https://www.bfm.my/podcast/morning-run/market-watch/fed-reserve-powell-recession-job-cuts The spread between the 2-year and 10-year US treasuries has widened with markets saying that a Powell recession is here. We speak to Tony Nash, CEO of Complete Intelligence as to whether he agrees. We also ask him if the recent aggressive […]
How low will gasoline go? Recession worries & Japan hits 2% – The Week Ahead – 12 Dec 2022
This Week Ahead was recorded live while we have our first ever Twitter Spaces with Tony Nash, Albert Marko, Sam Rines, Mike Smith, and Tracy Shuchart. We discussed how low will gasoline go? Inflation/Recession worries and the day after Japan hits 2%.
Fed “moderation”, windfall OAG taxes in UK, and building an exchange: The Week Ahead – 5 Dec 2022
In this Week Ahead, we discussed the Fed “moderating the pace…”, windfall oil and gas taxes in the UK, and what’s it like to build an exchange? With guests Josh Crumb, Albert Marko, and Tracy Shuchart.
Slower US rate hikes could help ‘buy time’, allow businesses to plan better
The United States Federal Reserve’s plan to ease its pace of interest rate hikes as soon as December would bring some relief for markets concerned about the central bank overtightening too quickly, Mr Tony Nash, founder and chief executive of data analytics firm Complete Intelligence, told CNA’s Asia First.