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?
The Week Ahead – 25 Jul 2022: Europe is a mess. What’s next?
We had a big week, with a lot going on globally. The president’s got COVID. Europe raised rates to zero, and so on and so forth.
First, we talked about Europe. It’s a mess, everyone knows that, but we talked through some opportunities there.
Next, we talked about aluminum. Industrial metals have been really interesting on the downside of late, but Tracy found something around aluminum that is really interesting.
And then we talked about tech, about Snap’s earnings, and what that could mean for other tech earnings coming up.
USD-Euro Parity Offers Opportunities
Currencies have been in a flux with the US dollar gaining strength on the back of the rising Fed fund rate. Our CEO and founder, Tony Nash tells us if there are actually investment opportunities from this.
The Week Ahead – 18 Jul 2022: Biden’s Saudi Arabia trip 🛢️
Biden’s Saudi trip ended up being a disappointment. What does the appreciated USD mean? We also talked about the FOMC expectations. What will the Fed do, especially given CPI PPI data?
Startups Helping Businesses Understand What Customers Want
Complete Intelligence runs more than 15 billion data points through an AI platform, making trillions of calculations across 1,400 industry sectors. This allows it to provide its customers in industrial manufacturing as well as the oil and gas, chemicals, electronics, food and beverages industries with a fully automated, globally integrated artificial intelligence platform to help purchasing, supply chain planning, and revenue teams make accurate forecasts.
No Let Up in Fed Rate Hikes
Despite weaker economic data, will the Federal Reserve continue their hawkish stance? Do the FOMC minutes offer any hints of their stance? Our CEO and founder, Tony Nash tells us whilst telling us the impact of rising rates on the banking and property sector.
The Week Ahead – 11 Jul 2022: Energy Backwardation
We had a pretty volatile week this week, with crude selling off pretty sharply early in the week. In this episode, we’re going to look at energy backwardation, and Tracy is going to educate us on what’s happening in those markets.
We also had some comments from Putin about a multipolar world. We’re going to have Albert talk through that.
And then on Friday, unfortunately, we saw the assassination of Japan’s former Prime Minister Abe. So we’re going to talk about the Japan post-Abe and what that means for the region.