The Week Ahead – 28 Mar 2022
We’ve seen so much about oil for rubles, gas for bitcoin, etc this week. Does it represent a fundamental shift for energy markets? And is the dollar dead? The yen fell pretty hard versus the dollar this week. Why is that happening, especially if the dollar is dead? Bonds spike pretty hard this week, especially the 5-year. What’s going on there and what does it mean?
Musk opens Tesla factory in Germany
Tony Nash joins the BBC Business Matters podcast for a discussion around what’s happening in the world right now: Malaysia’s working class, Tesla’s new branch in Germany, Biden’s recent visit to Europe, lifting of tariffs imposed by the Trump administration, energy crises in Europe, and so much more.
CNA: Food inflation, energy markets, and central bank
The full episode was posted at https://www.channelnewsasia.com. It may be removed after a few weeks. This video segment is owned by CNA. They discussed food inflation and when can we expect that to happen? And what about the energy markets, specifically crude oil and what’s the expectation there? What can the central banks do to curb […]
The Week Ahead – 21 Mar 2022
This week, we saw a Fed rate rise, crude came back from the stratosphere, and Chinese equities came to life. Sam walked us through the Fed decision and what’s happening in the bond markets. LME is talking about banning Russian copper on the exchange. What does that mean for global copper markets, as explained by Tracy? What is Albert watching and what’s coming for Chinese equity markets?
Could Stagflation Be a Worry?
The Fed has finally increased interest rates hikes for the first time since 2018 by 25 basis points, but what are the implications for the market? Tony Nash, CEO of Complete Intelligence shares his thoughts on this
The Week Ahead – 14 Mar 2022
This episode we talked about mostly the energy commodities with the continuing Russia-Ukraine conflict. Can the US use other alternatives like the West African oil to replace Russian oil? What are the politics around Venezuelan oil and why is it the same as getting Russian oil?How about uranium — and can the US produce it and will the conflict affect rare earths? Is this war the reason for the US’s inflation? How will inflation actually play with voters in this year’s US election? Lastly, what’s happening in Chinese tech and real estate and why there’s a bloodbath and for how long will this continue?
The Week Ahead – 7 Mar 2022
Everyone’s eyes are on the Ukraine-Russia conflict in the past couple of weeks. How do traders make smart decisions in a geopolitically risky environment like this? Tracy Shuchart also explains why the fertilizer market is up 23% last week, what commodities are mostly impacted by the conflict, and how’s China’s energy relationship with Russia? Sam explains the effects on the emerging marketing of the different sanctions on Russia and why China’s exporting deflation is good for the US. Albert elaborates why the conflict is actually a “boom” for China.
The Week Ahead – 28 Feb 2022
Last week’s big news is Ukraine and China. So in this episode, we want to talk you through some context and what this means for markets in the near term. First, the guys talked about the most surprising thing that happened and then we moved on to answer a few viewer questions like what’s the implication of Russia being disconnected from SWIFT? Will anything change between Europe and China? Will the Russia-Ukraine inspire China to actually invade Taiwan? How disrupted the energy markets will be? And finally, what happens to the world economy – Fed, QE, QT, consumers, etc.?
Asharq – Feb 23 2022
This video was originally published in https://now.asharq.com/program/5/الرابط?t=368.48699999999997 The West is arming itself with sanctions in the face of Moscow, which confirms its openness to dialogue. We must ask: Do energy markets empty Western sanctions against Russia of their content? Does resorting to sanctions open the way for diplomacy to curb the escalation between the two […]
Tony Nash of Complete Intelligence
An exclusive Tech Tribune Q&A with Tony Nash (founder and CEO) of Complete Intelligence, which was honored in 2022 Best Tech Startups in The Woodlands and 2020 Best Tech Startups in The Woodlands.