The Week Ahead – 02 May 2022
Sam Rines wrote a piece on business costs and uncertainty weighing on earnings this season. He talked us through what’s happening.
Tech isn’t really a sector-wide play as it was in 2020 and 2021. Alber Marko explains what should we be looking at in tech.
We’ve had a lot of action in Europe with Russia cutting off the gas. Tracy Shuchart explains what it means for commodity prices and the market in general.
Are Central Banks Moving Too Little Too Late?
With inflation being the main concern in global markets, are central banks reacting quick enough to hike rates to contain inflation? And how will tech stocks perform amidst the volatility that we have seen year to date so far? Tony Nash, CEO of Complete Intelligence shares his insights with us.
Gazprom To Halt Gas Supplies To Poland
Russian company Gazprom says it will halt gas supplies to Poland and Bulgaria from Wednesday morning. Plus, the World Bank’s latest commodities report makes sobering reading, suggesting that high food and fuel prices could blight the global economy for years to come.
CNA Asia First: What does the 50bps Fed hike mean for markets?
Federal Reserve Chair Jerome Powell just announced a 50 basis points hike in May. Tony Nash was called in to explain what will happen to markets when this happens.
The Week Ahead – 25 Apr 2022
In this episode, we discussed Powell’s Wrecking Ball (Dollar Wrecking Ball), tech earnings like of Facebook, Snapchat, and Netflix, and the commodities getting smoked? For the week ahead, we talked about the housing, outlook for the France election, and a geopolitical lightning round with Mike Green and Albert Marko.
Has US Inflation Peaked?
US inflation in March has stampeded to a 41-year high, though there are signs of moderation, leading market commentators to wonder if the peak has been reached. Tony Nash, CEO, Complete Intelligence, discusses.
Business and Market Discussion
This podcast was originally published in https://www.rthk.hk/radio/radio3/programme/money_talk/episode/810164. Surging energy and food prices in the United States have sent inflation to a 40-year high. Consumer prices rose 8.5% in March, the fastest annual gain since December 1981. The monthly rise was 1.2%, the fastest jump since September 2005 and a sharp acceleration from February’s 0.8% increase. […]
The Week Ahead – 11 Apr 2022
We looked at the Friday’s trading session and what it means. Is this a bullish market? We also revisit our past recommendations, the lumber market, housing and housing rates, China’s Covid lockdowns again and how it impacts the global supply chain. For the week ahead, we talked about the earnings season, KWEB, and the CPI and retail sales numbers.
If Recession Is Coming, Does Jay Powell Still Raise Rates?
US bond prices are pointing to an oncoming recession, raising the question of whether the Fed stays the course on its path to rate normalcy. Tony Nash, CEO, Complete Intelligence, discusses. This podcast first appeared and originally published at https://www.bfm.my/podcast/morning-run/market-watch/if-recession-is-coming-does-jay-powell-still-raise-rates on March 31, 2022. Show Notes SM: BFM 89 Nine. Good morning. You’re listening to the […]
The Week Ahead – 04 Apr 2022
Yield curve inversion happened 4 times over the last 22 years. What does it mean, how does it impact Fed policy and how will it impact markets more broadly? What are some of the unintended consequences of the SPR release? We’ve seen tech names rally pretty hard since mid-March like Alphabet and Meta. What’s happening and how long will the tech rally last?