Growing out of stagflation, Fed operating impact & Brazil Risk: The Week Ahead - 7 Nov 2022

#Deflation #Fed #Rates #Fiscal #Coal #China #Iran #Venezuela 

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Welcome to the latest episode of "The Week Ahead" with your host, @Tony Nash  /  @tonynashnerd! We've assembled a fabulous lineup featuring Alex Gurevich, Tracy Shuchart and Albert Marko. 

Alex  / @agurevich23 on his 2023 thesis about the coming deflationary spiral titled “Real Rates Tsunami.” He talks us through why he believes we are on a path to deflation, which will then be followed by a rise in unemployment and, possibly, recession. He talks through global factors like China’s current deflationary environment and the impact of Artificial Intelligence (AI).

Tracy  / @chigrl talks about the rise in US coal exports and how emerging and middle income markets are including more coal in their power generation mix. Part of this is due to higher interest rates, which impose higher costs in green power generation projects. She focuses on India and Narendra Modi’s use of coal for energy security.

Albert  / @amlivemon talks us through the US government’s retaliatory actions toward Iran after 3 US service people were killed in attacks in Jordan. Is the US government’s slow deliberation good for this situation or does it make the US look unprepared? He then talks through US sanctions on Venezuela and the potential impact on crude prices in the US.

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This is the 98th episode of The Week Ahead, where experts talk about the week that just happened and what’s coming in markets.

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Welcome to the latest episode of The Week Ahead with your host, Tony Nash! Today, we've assembled a stellar lineup featuring Tavi Costa, Albert Marko, and Tracy Shuchart, ready to dive into some captivating discussions.

📈 Tavi Costa on The Fed, Inflation, and Geopolitics:
Tavi takes the lead, unraveling the intricacies of the US stock market's divergence from emerging markets. Get ready for a deep dive into the impact of inflation on earnings and a critical look at the Federal Reserve's monetary policy. Tavi also shares insights on commodity prices, injecting a touch of sarcasm on the potential actions of the Fed.

💥 Albert Marko on Iran's Aggressive Moves:
Albert steps up to discuss Iran's recent bold actions, including attacks in Pakistan, Syria, and Iraq. Explore the motivations behind Iran's sudden assertiveness and the potential outcomes of these strategic moves.

🌊 Tracy Shuchart on Red Sea Issues:
Tracy guides us through the complexities of Red Sea issues, examining the stability of crude prices and potential triggers for a spike. Dive into the impact on the shipping industry, including insurers' adjustments and airfreight companies considering alternative routes.

Join us for this engaging episode as our guests provide unique perspectives on these hot topics. Subscribe, like, and hit the notification bell to stay tuned for more insightful discussions on The Week Ahead!

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This is the 96th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Watch this episode on Youtube: https://youtu.be/t-DkDxpAKtY

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Welcome to another episode of the Week Ahead! Today, we've got a fantastic lineup with Mike Green, Tracy Shuchart, and Albert Marko getting into some of these hot topics.

🚀 Bitcoin ETFs, Inflation, and Labor Data with Mike

Mike breaks down the recent approval of spot Bitcoin ETFs, the surge in Bitcoin prices, and contrasting views from Cathie Wood and Vanguard. We'll discuss how these ETFs could shake up the crypto landscape. 

Plus, Mike shares insights on inflation and wage growth, exploring whether inflation might take an unexpected turn this year. And of course, we'll touch on the intricacies of US jobs data and the impact of flawed birth/death adjustments.

🛠️ Industrial Metals and Junior Miners with Tracy

Tracy explores the recent rally and subsequent dip in prices, keeping an eye on the copper futures and the Sprott Junior Copper Miners ETF. Tracy breaks down the factors influencing these markets and what to watch out for in the near future.

💼 The Yellen Factor with Albert

Albert discusses the Yellen factor as he explores recent developments, such as the potential end of negative rates in Japan and Lagarde's stance on the ECB. Albert raises a thought-provoking question: Are the BOJ and ECB statements influencing the Fed's dovishness? We'll unpack the global economic chessboard and how it might impact the USD.

Watch this episode on Youtube

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This is the 95th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Experience the power of AI in forecasting Markets. Subscribe to CI Markets Free: https://completeintel.com/markets

Welcome 2024 with this brand new episode of The Week Ahead. Joining us for the first time is Neely Tamminga with our regular guests Albert Marko, and Tracy Shuchart.

Key themes for this episode:

1. The US Consumer & Employment
Neely, an expert in consumer trends, joins us to explore the financial landscape with a focus on consumers being overextended, multiple job holders, and the ability to repay debt. She provides valuable insights into the challenges that consumers face.

Also, she shares her forecasts for January and February, discussing weaker demand optics and potential layoffs, and helps us understand how the 2024 consumption dynamics might impact consumer confidence in this presidential cycle.

2. Turkey’s Geopolitical Aspirations
Albert takes us on a geopolitical journey, especially focusing on Turkey. What are the lesser-known aspects of Turkey's influence in the Middle East and Africa?

Albert also helps us explore the impact of Turkish defense exports, the role of Lira devaluation in geopolitical priorities, and understand Turkey's key bilateral relationships—Russia, China, Iran, Europe, and the US.

3. Is Nuclear Overbought?
Tracy brings her expertise to the table to address the lingering question: Is nuclear overbought? Tracy discusses the long-standing fascination with nuclear investments and the recent surge in hedge funds loading up on uranium.

Tracy explores the reasons behind this bullish trend, questioning whether nuclear is overbought and what insights these funds might possess.

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This is the 94th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Time Stamp:
00:00: Start
01:59: Neely Tamminga's Perspective on Consumers
08:39: Concerns about Consumer Spending
10:57: Impact of Luxury Market
14:47: Discussion on Turkey's Influence
23:49: Turkey's Role in the Middle East and Africa
32:26: Hedge Funds Investing in Uranium
40:06: Political Impact on Nuclear Energy

Watch this on Youtube: https://youtu.be/PotrPb-VVQk

Year-End Sale is here! Get 80% off CI Markets subscription at $99 per year. Check out the link in the footer. Promo ends Dec. 31st.

This 2023 year-end special of The Week Ahead has a lineup of great guests, discussing topics to prepare you for the upcoming 2024.

1. Brent Johnson on 2024 Growth, Disinflation, Central Banks, and the Dollar:
We tackle the Fed’s stance; frankly, it’s a bit perplexing. With various opinions floating around, from 275bp cuts to just 2, the big question is, why the urgency if everything seems fine? Brent helps us get clarity on that.

We’re hovering around 5.5%, and markets are soaring, but what’s the rush? Brent sheds light on why 2024 might be “priced for perfection” and explores potential downside risks, from Fed miscalculations to unexpected Dollar strength.

2. Tracy Shuchart on Crude Quality:
Turning our attention to shale, Tracy dismisses the Texas export buzz but gets into a more interesting topic – crude quality. Tracy and Ralph discuss on Twitter the nuances of shale and the importance of understanding crude quality, especially with recent stories about Texas exports for tax reasons. What are the secrets of gassy wells and their impact on the market?

3. Albert Marko on Yemen-Red Sea Shipping Risks:
With rockets fired by Houthis, a coalition is formed to protect vessels, leading some shipping companies to bypass the Red Sea and opt for the longer route around Africa. Albert gives us the lowdown on how long this situation might persist, its reasons, and the potential impacts on shipping.

Join us for these insightful discussions and gain a clearer perspective on the year ahead.

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This is the 93rd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.


Watch this episode on Youtube: https://youtu.be/mR7wLeSTpHM