Are markets too good for the Fed? Our expert panel delves into the Fed’s direction, rising crack spreads, Freeport’s impact on US Natgas prices, and risks with Ukraine’s new hardware. Don’t miss their predictions for next week’s Fed meeting and how it will affect markets and sectors. Watch now!
Join experts Leland Miller, Mary Kissel, and Samuel Rines on The Week Ahead as they discuss China’s Great(ish) Reopening, China’s place in the world, and the Chinese Communist Party’s economy. Learn about the push and pull factors that influence US companies moving out of China, the impact of government intervention on key sectors, and what a “normal” Chinese economy could look like in 2024 and beyond.
In this episode, Ross Kennedy of Fortis Analysis, Ralph Schoellhammer of Webster Vienna Private University and Albert Marko joined Tony to discuss three main themes: supply chains in 2023, the existence of China in 10 years and Germany’s dependence on Russian gas.
Natgas is down 63% from its high in late August. Tracy Shuchart tells us what’s behind the fall in Natgas prices and what she’d look for before expecting prices to stop falling. The Fed pivot has been wishful thinking for quite a while. This week, Sam also made the point that the Fed is maybe “stuck in the middle”. Literally, employment in the middle of the US could be a factor that keeps the Fed from slowing down. We’ve seen a lot of chatter in research notes, op-eds, and tweets over the last week stating that the future is a multipolar world.
This Week Ahead episode is joined by Harris Kupperman or Kuppy, Brent Johnson, and Tracy Shuchart. Themes: $300 crude & (still?) bullish housing, Japan’s “normalization”, and recession & oil demand elasticity.
There’s been a lot of macro data out and some of that stuff has been classified by a few people as widowmaker trades. We look at energy and inflation and then we looked at WTI and the SPR with Tracy.
