CNA Asia First: What does the 50bps Fed hike mean for markets?
Federal Reserve Chair Jerome Powell just announced a 50 basis points hike in May. Tony Nash was called in to explain what will happen to markets when this happens.
The Week Ahead – 25 Apr 2022
In this episode, we discussed Powell’s Wrecking Ball (Dollar Wrecking Ball), tech earnings like of Facebook, Snapchat, and Netflix, and the commodities getting smoked? For the week ahead, we talked about the housing, outlook for the France election, and a geopolitical lightning round with Mike Green and Albert Marko.
Has US Inflation Peaked?
US inflation in March has stampeded to a 41-year high, though there are signs of moderation, leading market commentators to wonder if the peak has been reached. Tony Nash, CEO, Complete Intelligence, discusses.
Business and Market Discussion
This podcast was originally published in https://www.rthk.hk/radio/radio3/programme/money_talk/episode/810164. Surging energy and food prices in the United States have sent inflation to a 40-year high. Consumer prices rose 8.5% in March, the fastest annual gain since December 1981. The monthly rise was 1.2%, the fastest jump since September 2005 and a sharp acceleration from February’s 0.8% increase. […]
The Week Ahead – 11 Apr 2022
We looked at the Friday’s trading session and what it means. Is this a bullish market? We also revisit our past recommendations, the lumber market, housing and housing rates, China’s Covid lockdowns again and how it impacts the global supply chain. For the week ahead, we talked about the earnings season, KWEB, and the CPI and retail sales numbers.
If Recession Is Coming, Does Jay Powell Still Raise Rates?
US bond prices are pointing to an oncoming recession, raising the question of whether the Fed stays the course on its path to rate normalcy. Tony Nash, CEO, Complete Intelligence, discusses. This podcast first appeared and originally published at https://www.bfm.my/podcast/morning-run/market-watch/if-recession-is-coming-does-jay-powell-still-raise-rates on March 31, 2022. Show Notes SM: BFM 89 Nine. Good morning. You’re listening to the […]
The Week Ahead – 04 Apr 2022
Yield curve inversion happened 4 times over the last 22 years. What does it mean, how does it impact Fed policy and how will it impact markets more broadly? What are some of the unintended consequences of the SPR release? We’ve seen tech names rally pretty hard since mid-March like Alphabet and Meta. What’s happening and how long will the tech rally last?
The Week Ahead – 28 Mar 2022
We’ve seen so much about oil for rubles, gas for bitcoin, etc this week. Does it represent a fundamental shift for energy markets? And is the dollar dead? The yen fell pretty hard versus the dollar this week. Why is that happening, especially if the dollar is dead? Bonds spike pretty hard this week, especially the 5-year. What’s going on there and what does it mean?
Musk opens Tesla factory in Germany
Tony Nash joins the BBC Business Matters podcast for a discussion around what’s happening in the world right now: Malaysia’s working class, Tesla’s new branch in Germany, Biden’s recent visit to Europe, lifting of tariffs imposed by the Trump administration, energy crises in Europe, and so much more.
CNA: Food inflation, energy markets, and central bank
The full episode was posted at https://www.channelnewsasia.com. It may be removed after a few weeks. This video segment is owned by CNA. They discussed food inflation and when can we expect that to happen? And what about the energy markets, specifically crude oil and what’s the expectation there? What can the central banks do to curb […]