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%.
In this Week Ahead, we discussed the Fed “moderating the pace…”, windfall oil and gas taxes in the UK, and what’s it like to build an exchange? With guests Josh Crumb, Albert Marko, and Tracy Shuchart.
In this special Week Ahead episode, we talked about: Protest Context – Spark and prairie fire, will anything change? And the risks and market impact. With Dexter Roberts, Isaac Stonefish, Albert Marko, and Tony Nash.
There are a few key themes we’re going to look at today. First is liquidity drain and quantitative tightening, or QT. We’ll then look at copper gap, meaning we don’t really have enough copper over the next ten years to fill the needs of EVs and other things. We’ve had some earnings reports for retail over the past couple weeks.
We talk about FTX and why it happened. FTX transferred about $8 billion of customer deposits and they lost it. There was a desperate attempt to merge with Binance. That didn’t happen. FTX filed Chapter 11 on Friday. We also saw some selling in crude markets as FTX collapsed. The rate of rise of CPI slowed, and it feels like it overrode the FTX worries. Have we’ve conquered inflation?
Can we grow out of this Stagflationary muddle? We also talked about the impact of the whiplash in interest rates on operators, on the people who run companies and how they run those companies in this type of environment. And then finally, Brazil. We’ve had a big political change in Brazil and it seems more meaningful than we’re being kind of told.
