Complete Intelligence

Categories
Podcasts

Virus? What Virus? [Brexit’s impact, equities, coronavirus, etc.]

Brexit’s impact on the Sterling and tech stocks at nosebleed-highs are the subject of the day’s market discussion with Tony Nash, Founder and CEO of Complete Intelligence.

 

You forecasted that any loss in trade to be modest at best. Why do you say that?

 

“The nation tariff rate for non-EU member is something like 2.3%–2% on the price of anything is not going make a major difference. The trickier issue is the non-tariff barriers that Europe has. The UK has to navigate around those non-tariff barriers,” said Nash.

 

“In terms of country partners, the US is actually the largest trade partner of the UK. It’s around $67-68 billion a year. The second largest export partner in Germany at about $45 billion dollars. The EU as an aggregate partner is, of course, larger than the US. But the EU as a trade partner is stagnant. It’s not growing from the UK. It hasn’t grown noticeably since 2015/16. Meanwhile, the US is growing at a billion dollars per year.”

 

Where do you see the Pound this year?

 

“We’re seeing the Pound continuing to strengthen until about April. And once April hits, we see some of its strength tail off just a bit,” said Nash.

 

Listen to the Brexit’s impact podcast at BFM: The Business Station.

Categories
News Articles

6% The Best China Can Do

As markets overnight were bolstered by concerns over a virus spreading from China, we speak to Tony Nash, CEO of Complete Intelligence, for his insight into the downgrade of China’s GDP forecast, the upside to US equities, and a fall in oil prices as a result of China’s coronavirus.

 

Presented by: Roshan Kanesan, Wong Shou Ning, Lyn Mak

 

Listen to the podcast from BFM: The Business Station. 

Categories
Podcasts

On rate cuts: follow the leader

8 August 2019

We speak to Tony Nash, Chief Economist and CEO of Complete Intelligence, on the decisions of central banks of New Zealand, India and Thailand to cut interest rates, the PBOC’s motivation to set its reference rate for the yuan, and whether investors will be holding on to the greenback as a safe haven currency.

Categories
Podcasts

Netflix’s Uphill Battle

18 July 2019

In the US, earnings season is well underway. Tony Nash comments on Netflix’s results. He also weighs in on the risks that US markets face in the second half of the year as well as the prospect of a rate cut by the US Federal Reserve.