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.
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.