Complete Intelligence

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

Access AI-powered markets forecasts for free with CI Markets Free. Sign up here: https://completeintel.com/markets 

Get the transcript here

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.

------------------------------------------------------------------------------------------- 

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

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

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!

-------------------------------------------------------------------------------------------

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

Experience the power of AI in forecasting Markets. Subscribe to CI Markets Free

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

-------------------------------------------------------------------------------------------

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.

-------------------------------------------------------------------------------------------

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.

-------------------------------------------------------------------------------------------

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

🚨TODAY ONLY: 12.16 Flash Sale🚨 EXCLUSIVE FOR THE WEEK AHEAD: 80% OFF CI Markets. Subscribe for $99/year: https://completeintel.com/1216flash.

This Dec. 18th episode of The Week Ahead is hosted as usual by Tony Nash, with first-time guest Anthony Crudele, joining Michael Belkin and Tracy Shuchart. In this episode, the panel discuss:

1. Year-End Market Temptations with Anthony: Anthony walks us through the intriguing observation that more traders encounter challenges during the year-end period than at any other time. We dissect the dynamics behind this trend, offering keen insights into market behavior during this crucial period.

2. Rotation Dynamics in the Market with Michael: Michael takes center stage, discussing the ongoing rotation within the market. Starting with the Dollar’s significant post-Fed meeting decline, Michael provides insights into the depth of this fall. We then explore the current sentiment toward the tech sector and potential factors that might redirect investor focus. For those with an eye on gold miners, Michael explores potential advantages amid the declining Dollar, spotlighting $CDE. He articulates the thesis behind this potential opportunity and discusses the factors that make it compelling.

3. COP28 and the Market’s Take on Fossil Fuels with Tracy: Tracy leads a discussion on COP28, shedding light on the market’s interpretation of the climate talks. Despite positive sentiments surrounding the event, Tracy provides an alternative perspective based on the wording of the final resolution. Discover how the markets are responding and the implications for investors.

This episode offers a focused exploration of these three key themes, featuring expert insights and candid discussions. Join us for a deep dive into the forces shaping the weeks ahead. Stay informed and stay ahead of the curve.

-------------------------------------------------------------------------------------------

This is the 92nd 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/5_O4Ce1Rclc

Access AI-powered markets forecasts for free with CI Markets Free. Sign up here: https://completeintel.com/markets.

Welcome to a special geopolitics edition of the Week Ahead! In this episode, we’re diving into crucial geopolitical topics with our guests: Albert Marko, Virginia Tuckey, and Ralph Schoellhammer.

1. Russia’s Growing Relationships: Albert sheds light on Putin’s recent visits to UAE and Saudi Arabia and Raisi’s visit to Moscow. The guests discuss the implications for Russia, its influence, and the dynamic with China. Is Russia acting as a proxy for China in the Middle East?

2. Upcoming Elections: Ralph covers elections in the EU, Austria, Germany, and France. Are voters leaning towards populism? How does the situation in Ukraine influence European elections? Virginia and Albert discuss the upcoming US elections and key issues, including support for Ukraine and commitment to Israel. The big question: Will Biden run, and what about Trump’s potential nomination?

3. LatAm’s Battle of Ideas: Virginia takes us into the dramatic election of Javier Milei. Will Milei face challenges in implementing his agenda? How will he be received by regional counterparts, especially leftists like Lula in Brazil?

What’s the outlook for the US-Argentina relationship? A quick look at the ongoing developments in Venezuela and Guyana, and assessing the potential risks involved.

-------------------------------------------------------------------------------------------

This is the 91st 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/b6xjLlRpVfo

Access AI-powered markets forecasts for free with CI Markets Free. Sign up here: https://completeintel.com/markets

Welcome to “The Week Ahead” with your host Tony Nash.

1. Bullish economic resilience. Jonny Matthews discusses various economic aspects, including the resilience of the consumer in the US due to low mortgage rates, potential concerns about a secondary wave of inflation, the impact of rates on corporate debt, and the market’s expectations of rate cuts. Additionally, he highlights the challenges in achieving the Fed’s 2% inflation target and the complexities involved in making adjustments to the target. The discussion also covers the Federal Reserve’s potential response to labor market trends, inflation targeting by central banks, the recent OPEC meeting, and an exploration of the silver market, including supply-demand imbalances, industrial uses of silver, and potential investment opportunities in the sector.

2. Fed and inflation targeting. Albert Marko discusses the Federal Reserve’s handling of inflation and interest rates, expressing concern about a potential second wave of inflation and skepticism about the market’s expectations of rate cuts. He also touches on the challenges of hitting the 2% inflation target and potential changes in the Fed’s inflation target. Additionally, he highlights the volatility and unpredictability of financial and commodities markets, emphasizing the impact of factors such as interest rates, demand and supply imbalances, and the complexities of investing.

3. Oil (OPEC) and Silver (ready for liftoff?). Tracy Shuchart discusses various economic factors, including the resilience of the consumer and businesses, the potential for inflation, and the implications of Fed policies. She also talks about the impact of interest rates on small and medium-sized companies, the potential for higher energy prices, and the evolving stance of the Fed on inflation targets.

-------------------------------------------------------------------------------------------

This is the 90th 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/LZZ3bV7JKas

🔥BLACK FRIDAY SALE!🔥 80% OFF CI Markets! Get it for only $99/yr: https://bit.ly/3uscpEI 👈 🔥 Promo ends Nov. 28th ⏳

Welcome to "The Week Ahead" with your host Tony Nash.

1. The Upcoming USD Squeeze. Michael Ncoletos discusses the potential impact of a US dollar squeeze on the global economy, focusing on the factors contributing to the potential strengthening of the US dollar and its implications on emerging markets, particularly about their dollar-denominated debt. He also highlights the significance of interest rates and the cost of money in determining investment decisions. 

2. Year-end market check. Bob Iaccino discusses the current state of the markets, emphasizing the impact of higher interest rates on the tech sector and the significance of the energy market in relation to inflation. He also mentions the potential impact of technology stocks on the economy and expresses concerns about the future performance of tech stocks in 2024, particularly in the second half of the year. Additionally, he discusses the potential for Argentina to dollarize its economy and the challenges and potential for success of a conservative government in Argentina, drawing parallels with other countries and global political trends.

3. China, US & geopolitics. Albert Marko discusses the recent election in Argentina and expresses skepticism about the potential for significant change under the newly elected leader, Milei. He mentions that Argentina is burdened with a significant amount of debt and that it would be challenging for Milei to make substantial changes without a strong support structure or clear policy direction. Marko also raises concerns about the influence of leftist forces in Latin America and suggests that Argentina may be set up to fail. He expresses doubts about the feasibility of Milei's plan to dollarize Argentina given the country's debt and limited dollar reserves. Overall, he indicates a reserved judgment on Milei's potential impact and suggests that the composition of Milei's cabinet would be crucial in determining the direction of Argentina's policies in the next 12 months.

-------------------------------------------------------------------------------------------

This is the 89th 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/oBXdC7c_TFo

🔥BLACK FRIDAY SALE!🔥 80% OFF CI Markets! Get it for only $99/yr: https://bit.ly/3uscpEI 👈 🔥 Promo ends Nov. 28th ⏳

Welcome to "The Week Ahead" with your host Tony Nash.

1. The Stock Market - Gone. Tony Greer provides insights into the current state of the stock market and where it might go before year-end. He also explores the relative levels of the SPX and the VIX, and shares valuable perspectives on where equity markets might head.

2. Record Oil Demand & Growing Gas Supply. Tracy Shuchart discusses the dichotomy of global oil demand reaching record highs while crude oil prices continue to fall. She discusses the implications of Saudi Arabia's commitment to supply cuts and the EIA's projections on LNG export capacity. Why are LNG export facilities concentrated on the Gulf, and what does it mean for global markets?

3. China, US & Geopolitics. Albert Marko reflects on recent diplomatic victories between the US and China, particularly the reassurance from China regarding Taiwan. He shares the dynamics of US-China relations, the risks involved, and China's change in diplomatic tone. Whare are the potential geopolitical risks on the horizon and the internal and external challenges facing China?

-------------------------------------------------------------------------------------------

This is the 88th 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/LLdohzgedGo

Get 40% OFF your CI Markets subscription: https://completeintel.com/save200/.

Welcome to “The Week Ahead” with your host Tony Nash. In this episode, we discussed three crucial topics:

1. Rates, market pricing & earnings quality: Bob Elliott discussed various topics including the Federal Reserve’s approach to controlling inflation, the impact of interest rates on the housing market, the challenges of small modular reactor (SMR) projects in the nuclear energy sector, and the outlook for crude oil prices.

He highlighted the potential for a soft landing in the economy going into an election year, the complexities of the housing market, the difficulties faced by SMR projects, and the favorable risk-return profile for investing in oil.

2. Dollar, commodities and elections: Albert Marko discussed various economic and financial topics, including the potential impact of fiscal and monetary policies, interest rates, inflation, and the outlook for the dollar and commodities. He also touched on the challenges and prospects of small modular reactors in the energy sector, as well as the implications of energy prices, particularly in relation to crude oil. Additionally, he shared insights on the housing market and the potential impact of political dynamics on the economy.

3. SMR: Death of nuclear power?: Albert and Bob discussed the potential death of new nuclear power in the US, citing increased costs and R&D as contributing factors. They also mentioned the challenges related to transporting small modular reactors and the regulatory restrictions associated with them. Additionally, they highlighted the difficulties in developing new green energy technologies and emphasized the need for incremental progress and realistic expectations.

Finally, the conversation shifted to the outlook for crude prices, with Bob Elliott and Albert Marko expressing a favorable view of oil as a growth asset, considering its current pricing and potential for a diversifying bet against economic weakness.

------------------------------------------------------------------------------------------

This is the 87th 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/LIeYrkSqeXc

Get $200 OFF your CI Markets subscription: https://completeintel.com/save200/.

Welcome to “The Week Ahead” with your host Tony Nash. In this episode, we discussed three crucial topics:

1. Deposit flight, banking and deflation: Hugh Hendry discusses several topics in the episode. He talks about his willingness to buy during a significant market correction and expresses his belief in a potential credit event.

He also discusses the impact of higher interest rates on government policies, the devaluation of the Chinese yuan, and the relationship between the Federal Reserve and regional banks.

Hendry mentions the challenges faced by China due to its real estate market and the potential consequences of collapsing property prices. He highlights the fragility of the euro dollar system and predicts the end of the bond bull market.

Hendry also discusses the impact of green technologies on China’s power generation sector and expresses skepticism about their viability.

Overall, he shares his perspective on current market conditions and his strategies for investing, acknowledging the uncertainty and potential for significant changes in various factors.

2. How broken are wind and solar?: Tracy Shuchart highlights how higher interest rates are discouraging people from participating in green initiatives, despite governments wanting to promote them.

Tracy also mentions the potential for further consolidation in the banking industry, particularly among smaller banks, due to unrealized losses. She predicts that bailouts for more banks may be necessary and expresses concerns about banks not taking on sufficient risk.

Additionally, Tracy discusses the recent write-downs in the wind and solar industry, attributing them to rising interest rates. She suggests that higher rates undermine investments in the Green New Deal and the Green transition. Tracy also talks about the challenges in the US solar industry, the impact of tariffs or import bans from Asia, and China’s advantage in terms of resources and supply chain.

Lastly, she mentions her investment strategy in hard assets due to her belief in upcoming problems and emphasizes the importance of old and hard assets in her trading strategy.

3. The “melt up”: Albert Marko discusses the challenges faced by younger generations in affording homes due to artificially high real estate prices in the US, caused by cash buyers and low mortgage rates.

He also discusses the uncertainty surrounding the actions of the Chinese government regarding real estate valuations and the potential impact on their credit rating.

Furthermore, Marko highlights concerns about the banking industry, including the potential for consolidation and the risks faced by smaller banks.

He expresses skepticism about a potential “melt up” in stock prices and emphasizes the need for caution in the current market situation. Overall, he stresses the importance of monitoring economic factors and preparing for potential market disruptions.

------------------------------------------------------------------------------------------

This is the 86th 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/KM3gZ4ysb7c

Get $200 OFF your CI Markets subscription: https://completeintel.com/save200/.

Welcome to “The Week Ahead” with your host Tony Nash. In this episode, we discussed three crucial topics:

1. Housing: Time to pay attention: David Cervantes addresses the US housing market, noting its robustness during the pandemic due to backlogs but predicting a slowdown now that those backlogs have resolved. He stresses the significance of monitoring housing prices, especially rental prices, as indicators of inflation. Cervantes also discusses the frozen state of existing home sales, emphasizing the influence of wages on rents. He highlights the Federal Reserve's focus on real estate and wage channels to manage aggregate demand. Additionally, he suggests potential investment prospects in the housing sector, including homebuilders and mortgage real estate investment trusts (REITs).

2. Fed & Bond Vigilantes: Gary Brode covers various topics in his discussion, including concerns about excessive government spending and monetization of debt. He highlights the impact on the bond market, expressing concern about inflation and the potential slowdown in the economy. Brode also discusses historical income taxes, property taxes in Texas, and challenges faced by the orange crop in Florida.

3. Soft commodities gone wild: Tracy Shuchart conversation covers a range of topics, from California’s potential as the top orange crop producer to student loan repayment’s possible impact on the housing market. Additionally, she touches on the conflict between monetary and fiscal policies, factors affecting soft commodities, and regional issues in the NatGas market. The discussion wraps up with speculation about the effect of snowfall on natural gas prices.

Join us for a clear and concise analysis of these important topics in plain language you can understand. Stay informed for the week ahead! Don’t forget to like, subscribe, and share for more valuable insights.

Key themes:

1. Housing: Time to pay attention

2. Fed & Bond Vigilantes

3. Soft commodities gone wild

-------------------------------------------------------------------------------------------

This is the 85th 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/5oA_JWuM2-8

>>>Get $200 OFF your CI Markets subscription.<<<

Welcome to "The Week Ahead" with your host Tony Nash. Key themes for this discussion are:

1. Supply Chain Risk: Middle East Conflict

Ross Kennedy leads this segment, diving into the critical issue of supply chain risk amid the current Middle East conflict. He explores the US's supply chain capabilities in the face of geopolitical risks, including the historical context before WW2 and analyzes US political realities in Washington, D.C., and its intelligence gathering capability.

Ross also examines the US's share of container shipping, the challenges of distance, and dependence on different shipping carriers and discusses the inhospitable nature of the Suez Canal and Eastern Mediterranean.

Further, Ross assesses the US's reliance on European "commercial navies" and considers the potential impact on various commodities over the medium term due to ongoing political risks in the Middle East and beyond.

1. Geopolitical Dovishness

Albert Marko takes the lead in discussing geopolitical dovishness. He examine how dovish statements by Fed speakers have unfolded in response to recent geopolitical events, such as those in Israel. Albert also analyzes the elevated PPI and CPI reports and their impact on market dynamics, including fluctuating yields. He also gave insights into the future of the Federal Reserve and Treasury activities, and how we can discern the direction they're taking.

1. Risk or Recession Back On?

Michael Belkin guides us through this segment and explores the dynamics of the tech trade and the recent resurgence of shares in companies like META. He takes into the intriguing analysis of a potential recession following a series of rate hikes and a 19-month lag.

Understand what he expects as the economy slows. What factors contribute to this scenario regarding the VIX (volatility index) and whether its movement is primarily influenced by recession expectations or other factors.

-------------------------------------------------------------------------------------------

This is the 84th 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/gKYa4lItWsE

Register for a CI Markets account for FREE! No credit card required: https://completeintel.com/markets.

Welcome to “The Week Ahead” with your host, Tony Nash! In this episode, we engage in thought-provoking discussions on a range of critical topics:

1. Price Disinflation Recession: Our expert panel, featuring Seth Golden, challenges conventional wisdom by analyzing the rise in manufacturing volumes and its implications for the economy. Are we on the cusp of a period where valuation multiples could expand once again?

Also, discover differing perspectives on inflation and disinflation as our panelists share their views on the deceleration of inflation rates and concerns about wage inflation and political policies. Explore the impact of interest rates on the housing market and the potential for lower prices due to disinflation. We also shed light on the critical role of diesel prices in the economy.

2. Crude Tumbling: This discussion, led by Tracy Shuchart, dissects the secondary impacts of rising gas prices and the global dynamics affecting fuel prices. Stability in oil prices becomes a focal point as we examine the intricate interplay of factors like global demand and export policies. Comparisons are drawn between OPEC’s influence on energy markets and the Federal Reserve’s impact on equities.

3. DC Drama & Markets: Albert Marko led this discussion and he doesn’t shy away from discussing the lack of unity within political parties and the need for stable economic and fiscal policies. The panel raises concerns about wealth accumulation among politicians and calls for a reevaluation of the system.

The discussion also touches on the significance of the Speaker of the House in US politics and potential candidates for the role. Learn why an efficient speaker is vital for the productivity of the legislative body as we wrap up our discussions.

------------------------------------------------------------------------------------------

This is the 83rd 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/c_emz90q-AA