The Great(ish) China Reopening: Unveiling the Timing of the Next Breakout
Join experts Leland Miller, Mary Kissel, and Samuel Rines on The Week Ahead as they discuss China’s Great(ish) Reopening, China’s place in the world, and the Chinese Communist Party’s economy. Learn about the push and pull factors that influence US companies moving out of China, the impact of government intervention on key sectors, and what a “normal” Chinese economy could look like in 2024 and beyond.
BFM Market Watch: King Dollar Deposed For Now
The Bank of Japan took market by surprise with a shift to their monetary policy. What does this mean for the Yen? Tony Nash, CEO of Complete Intelligence gives us his views whilst weighing in on the Fed fund rate after the slew of recent economic data.
Zero Hedge: A Country Can’t Save Both Its Currency And Its Bonds
Zero Hedge featured one of the Week Ahead episodes on their own discussion about bond and the currency market. This is with Brent Johnson and the $300 crude, bullish housing, and Japan recession discussion.
2023 Supply Chain: How China’s Future & Germany’s Dependence on Russian Gas Will Impact Global Trade
Ross Kennedy of Fortis Analysis, Ralph Schoellhammer of Webster Vienna Private University and Albert Marko discuss three main themes: supply chains in 2023, the existence of China in 10 years and Germany’s dependence on Russian gas.
No Letting Up on Fed Rate Hikes
The minutes from December’s FOMC meeting have been released. Tony Nash gives his insights on what this means for the pace of rate hikes in the US. He also gives his views on oil price as the black gold has fallen by 9% in the last two trading days.
The End of the USD Era? How Natgas Prices, The Fed, and a Multipolar World are Changing the Game?
Natgas is down 63% from its high in late August. Tracy Shuchart tells us what’s behind the fall in Natgas prices and what she’d look for before expecting prices to stop falling. The Fed pivot has been wishful thinking for quite a while. This week, Sam also made the point that the Fed is maybe “stuck in the middle”. Literally, employment in the middle of the US could be a factor that keeps the Fed from slowing down. We’ve seen a lot of chatter in research notes, op-eds, and tweets over the last week stating that the future is a multipolar world.
$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%.