Complete Intelligence

Week Ahead

Dollah! Commodity resurgence and Earnings: The Week Ahead July 31, 2023

Join Tony Nash and a panel of experts including Blake Morrow, Tracy Shuchart, and Albert Marko in “The Week Ahead.” They discuss the dollar’s strength, inflation, and market trends. The focus shifts to the Bank of Japan’s potential policy changes and China’s shift towards a consumer-based model. The episode covers the energy sector’s impact on inflation, slowing margins for S&P 500 companies, luxury brands, and AI in tech. Discover the transformative power of AI in search efficiency and its implications.

Read More »
Week Ahead

Epic correction. China destruct. Credit divergence. [The Week Ahead July 10, 2023]

Join Tony Nash, Brent Johnson, Albert Marko, and Mike Green in this insightful episode of The Week Ahead. Explore key market themes including direction, inflation, US-China dynamics, credit divergence, and more. Gain insights into market correction potential, rising interest rates, and the impact of a strong US dollar. Discover the implications of Chapter 11 bankruptcies and market fragility.

Read More »
Week Ahead

Looming credit event, China weakness, German pessimism [The Week Ahead July 3, 2023]

Join host Tony Nash and experts Michael Gayed of Lead Lag Report, Adem Tumerkan, and Leo Nelissen in this latest episode of The Week Ahead for valuable insights into pressing economic topics and global markets. They discuss the looming credit event, European market trends, deflation and reaccelerating inflation in the US, China’s economic challenges, and Germany’s negative prints and prevailing pessimism. The panel emphasizes the importance of adapting views based on evolving information and navigating the complexities of the global economy. Stay informed about the current economic landscape, potential risks, and the path ahead with the insights shared in this episode.

Read More »