The Week Ahead – 21 Mar 2022
This week, we saw a Fed rate rise, crude came back from the stratosphere, and Chinese equities came to life. Sam walked us through the Fed decision and what’s happening in the bond markets. LME is talking about banning Russian copper on the exchange. What does that mean for global copper markets, as explained by Tracy? What is Albert watching and what’s coming for Chinese equity markets?
Could Stagflation Be a Worry?
The Fed has finally increased interest rates hikes for the first time since 2018 by 25 basis points, but what are the implications for the market? Tony Nash, CEO of Complete Intelligence shares his thoughts on this
The Week Ahead – 14 Mar 2022
This episode we talked about mostly the energy commodities with the continuing Russia-Ukraine conflict. Can the US use other alternatives like the West African oil to replace Russian oil? What are the politics around Venezuelan oil and why is it the same as getting Russian oil?How about uranium — and can the US produce it and will the conflict affect rare earths? Is this war the reason for the US’s inflation? How will inflation actually play with voters in this year’s US election? Lastly, what’s happening in Chinese tech and real estate and why there’s a bloodbath and for how long will this continue?
The Week Ahead – 7 Mar 2022
Everyone’s eyes are on the Ukraine-Russia conflict in the past couple of weeks. How do traders make smart decisions in a geopolitically risky environment like this? Tracy Shuchart also explains why the fertilizer market is up 23% last week, what commodities are mostly impacted by the conflict, and how’s China’s energy relationship with Russia? Sam explains the effects on the emerging marketing of the different sanctions on Russia and why China’s exporting deflation is good for the US. Albert elaborates why the conflict is actually a “boom” for China.
The Week Ahead – 28 Feb 2022
Last week’s big news is Ukraine and China. So in this episode, we want to talk you through some context and what this means for markets in the near term. First, the guys talked about the most surprising thing that happened and then we moved on to answer a few viewer questions like what’s the implication of Russia being disconnected from SWIFT? Will anything change between Europe and China? Will the Russia-Ukraine inspire China to actually invade Taiwan? How disrupted the energy markets will be? And finally, what happens to the world economy – Fed, QE, QT, consumers, etc.?
Asharq – Feb 23 2022
This video was originally published in https://now.asharq.com/program/5/الرابط?t=368.48699999999997 The West is arming itself with sanctions in the face of Moscow, which confirms its openness to dialogue. We must ask: Do energy markets empty Western sanctions against Russia of their content? Does resorting to sanctions open the way for diplomacy to curb the escalation between the two […]
Tony Nash of Complete Intelligence
An exclusive Tech Tribune Q&A with Tony Nash (founder and CEO) of Complete Intelligence, which was honored in 2022 Best Tech Startups in The Woodlands and 2020 Best Tech Startups in The Woodlands.
The Week Ahead – 21 Feb 2022
We have the PPI numbers from the US and China recently and we talked about its impact on the inflation, CPI numbers, and whether it’s peaking or not? We also looked at the containership traffic and supply chain changes from China as compared to other locations. And with improvement in global mobility, what does that mean for the oil and energy market? We also discussed volatility and what to expect this week?
CNA: Expect rates to be near 1% by the end of 2022
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. Show Notes CNA: Welcome back. Strong consumer spending and business activity growth drove a 40% profit search for Southeast Asia’s third largest lender, UOB. In 2021. The bank reported a net profit of four. […]
Rate Hikes in the US and Rate Cuts in China
What should we expect from the FOMC meeting minutes in the US and also the latest CPI and PPI figures from China? Will oil prices continue to rally or slump with the latest development near Ukraine? And will it be another IPO year in India this year?