The Week Ahead – 15 Aug 2022: Europe drought: Cost, energy & industry impact
Learn more about CI Futures here: https://completeintel.com/2022Promo In this episode, we talked about the European drought — and looked at the cost, energy impacts, and industry impacts. We also talked about coal and discussed more broadly energy. But more specifically coal, and what will be some of the issues around it. How will the coal […]
How AI-based ”nowcasts“ try to parse economic uncertainty
Complete Intelligence is a ML startup based outside Houston, Texas, that specializes in nowcasting for clients in finance, healthcare, natural resources, and more. We spoke with its founder and CEO, Tony Nash, to get a read on how its ML works and how the startup had to adjust its algorithms due to market uncertainty.
Fed Giving Mixed Signals
Macroeconomic data and the bond market are signaling that the US economy is heading for a slowdown but yet equity markets remain robust. Tony Nash, CEO of Complete Intelligence explains why whilst giving us his views of Asian equity markets.
US-China tensions: Beijing hits out as Pelosi arrives in Taiwan
US House of Representatives Speaker Nancy Pelosi has become the most senior US politician to visit Taiwan in 25 years, despite China warning that Washington would “pay the price” if she visited the island. Beijing warned it would respond to any potential visit from Pelosi, who has not been backed by the White House to visit Taiwan. The first grain ship to depart Ukraine since Russia’s invasion – The Razoni, has arrived at Turkey’s Bosphorus strait. The vessel which is carrying 26,000 tonnes of corn, will be inspected on Wednesday morning before continuing its journey to Lebanon.
The Week Ahead – 08 Aug 2022: Low energy prices, China tech & stimulus, equity upside?
Energy has taken a huge downside hit this week, in the wake of the OPEC+ announcement, US refining capacity utilization declining, etc. What’s happening?
With China-Taiwan-US tensions tighter than they’ve been for years, we’re seeing Chinese tech stocks just muddle through.
The Week Ahead – 03 Aug 2022: Pelosi, China, & Taiwan
There’s all this buzz around Nancy Pelosi’s visit to Taiwan. What is she doing there? Why all the stress? Why is China upset? Also, Yellen got China to stop the stimulus. If China starts the stimulus, will that be a really good thing for Chinese equities? And what does that do for the CNY? We also discussed the likelihood now with Pelosi’s visit that China will start stimulating. And what does that mean for oil and gas imports and Europe?
Will we see the impact of raising interest rates for the fourth time on inflation in the coming period?
Will we see the impact of raising interest rates for the fourth time on inflation in the coming period?
The Week Ahead – 25 Jul 2022: Europe is a mess. What’s next?
We had a big week, with a lot going on globally. The president’s got COVID. Europe raised rates to zero, and so on and so forth.
First, we talked about Europe. It’s a mess, everyone knows that, but we talked through some opportunities there.
Next, we talked about aluminum. Industrial metals have been really interesting on the downside of late, but Tracy found something around aluminum that is really interesting.
And then we talked about tech, about Snap’s earnings, and what that could mean for other tech earnings coming up.
USD-Euro Parity Offers Opportunities
Currencies have been in a flux with the US dollar gaining strength on the back of the rising Fed fund rate. Our CEO and founder, Tony Nash tells us if there are actually investment opportunities from this.
The Week Ahead – 18 Jul 2022: Biden’s Saudi Arabia trip 🛢️
Biden’s Saudi trip ended up being a disappointment. What does the appreciated USD mean? We also talked about the FOMC expectations. What will the Fed do, especially given CPI PPI data?