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Hosted by Tony Nash, this week's panel of experts includes Dale Pinkert , Tony Greer, and Albert Marko. Together, they discussed critical topics that matter to you:

1. How low will TLT, SPX, and Gold go?

One of the burning questions today is the trajectory of TLT, SPX (S&P 500), and Gold. With the S&P 500 approaching the 4200 mark and bond yields on the rise, the panel discussed the numbers. TLT's descent to levels not seen since 2006/2007 is interesting. Do these trends present unique opportunities or do lingering uncertainty clouds the horizon?

2. Identifying the Tradeable Bottom

Tony Greer explores the VIX and SPY, examining whether we've reached a point where markets are poised for a rebound. Gain insights into the indicators he watches closely to signal a potential tradeable bottom and what lies ahead for the S&P 500.

3. Government Shutdown Implications

With the specter of a government shutdown looming, Albert Marko takes the stage to analyze the potential consequences. Governments' actions can have a profound impact on financial markets, and understanding these dynamics is crucial for investors. Discover what he foresees in the event of a government shutdown and how it could affect your investments.

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This is the 82nd 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/hZbtqSs8c_I

#TLT #SPX #Gold #TradeableBottom #FinancialMarkets #Investment #GovernmentShutdown #EconomicAnalysis #MarketTrends #TonyNash #DalePinkert #TonyGreer #AlbertMarko #TheWeekAhead #AIForecasts #CIMarkets #SPXForecasts #SP500Forecasts #GoldForecasts #Silver #ForexStopHunter #TgMacro #AmLiveMon #TonyNashNerd #TreasuryBond #ETF #VIX #SPY #SP500 #USElection #USElection2024 #Astrology #WhenToTrade #HowToTrade #InvestmentTips #TradingTips #WeekAhead #Twitter #FinTweet

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Welcome to the Week Ahead with Tony Nash https://twitter.com/tonynashnerd. In this episode, we discussed three crucial topics:

1. Central Banks Unveiled: We’re joined by Arno Venter https://twitter.com/ArnoVenter9 to unravel the mystery behind central banks’ actions and their impact on trading. Is the European Central Bank lagging in the fight against inflation, and what does it mean for the market?
2. Diesel and Refinery Challenges: Tracy Shuchart https://twitter.com/chigrl enlightens us on the increasing troubles faced by aging refineries in the U.S. With a 53% rise in unplanned mechanical issues, we explore how this contributes to rising gasoline prices. Plus, find out which markets are hit hardest by Russia’s ban on gasoline and diesel exports.
3. Venezuelan Migrants and U.S. Elections: Albert Marko https://twitter.com/amlivemon discusses the Biden administration’s decision to extend protection to a significant number of Venezuelan migrants in the U.S. We dissect the motives behind this move, whether it’s election-year politics or a strategy to boost oil supply amid Saudi Arabian cuts.

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. Central banks breaking things
2. Diesel & refinery alerts
3. Venezuela migrants & crude supply?

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This is the 81st 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/563pr84tea4

#WeekAhead #CentralBanks #DieselTroubles #VenezuelanMigrants #EconomicAnalysis #MarketInsights #FinanceDiscussion #TradingTips #USPolitics #OilSupply #TonyNash #ArnoVenter #TracyShuchart #AlbertMarko #ECB #Inflation #GasolinePrices #Refineries #Immigration #ElectionYear #TheWeekAhead #Chigrl #Amlivemon #ArnoVenter9

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Get the transcript from our website: https://completeintel.com/100-oil-equities-peaked-lng-ev-asia

Welcome to "The Week Ahead" with your host, Tony Nash https://twitter.com/tonynashnerd. In this episode, we're joined by a panel of seasoned experts:

🔵 Markets & Mayhem - https://twitter.com/Mayhem4Markets
🔵 Tracy Shuchart - https://twitter.com/chigrl
🔵 Albert Marko - https://twitter.com/amlivemon

Join us as we dig deep into three important topics in markets:

1. Reacceleration of Inflation & Its Impacts: Mayhem takes the lead in discussing the resurgence of inflation, impacting sectors, and the broader economy. With retail sales surging and job openings dwindling, what lies ahead? Are we missing critical signals from the bond market?

2. Peak Oil by 2030? LOL 🤣: Tracy Shuchart tackles the eyebrow-raising prediction that fossil fuel demand will peak by 2030, as stated in the recent IEA report. Amidst rising crude consumption, OPEC's response, and soaring energy prices, we scrutinize the report's assumptions and the history of peak oil predictions.

3. Beneficiaries of US Election Year Largesse: Albert Marko explores the intriguing dynamics of election-year spending. From corn to other sectors, we discuss which industries may benefit from politicians' efforts to woo voters with taxpayer dollars.

Join us for an engaging and insightful discussion that simplifies complex economic topics for everyone to understand.

Key themes:
1. Reacceleration of inflation & its impacts
2. Peak oil by 2030? LOL
3. Election year investments

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This is the 80th 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/7Bt_zkQw7pk

#Inflation #CPI #PeakOil #Investments #SectorRotation #EnergyPrices #RetailSales #CreditRisks #RealEstate #Recession #Bonds #10Year #CreditMarkets #UnemploymentRate #JoblessClaims #ServicesIndustry #YieldCurveInversion #QuantitativeEasing #BalanceSheet #ImportPrices #SupplyDisruption #MonthlyPayments #Scarcity #Loan #IncomeInequality #KShapedRecovery #FederalReserve #TheWeekAhead #TonyNash #Chigrl #Amlivemon #Markets4Mayhem #AlbertMarko #TracyShuchart

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In this episode of The Week Ahead, we're joined by Dr. Anas Alhajji, Michael Belkin, and Tracy Shuchart. Dr. Anas starts by tackling the intriguing question of oil prices. Despite ongoing supply constraints, including OPEC's cuts, Dr. Anas argues that there's currently no compelling case for $100/b oil. He'll walk us through his reasoning.

Next, we turn to Michael Belkin who shares his perspective on the equity market. Michael believes that we've reached the peak of the current cycle, and recent market turbulence seems to support his view. He also provides insights into energy trends and discusses his thoughts on sector rotation, particularly as it pertains to defensive sectors.

Finally, Tracy Shuchart takes the stage to explore LNG and electric vehicles in Asia. Her analysis highlights Asia's growing dependence on LNG as the largest energy-importing region, with projections indicating a potential doubling by 2050. Tracy also gets into how gas may outperform green technologies like wind, solar, and batteries, shedding light on the future of electric vehicles in Asia.

Key themes:
1. No case for $100 oil
2. Equities have peaked
3. LNG & EVs in Asia

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This is the 79th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Anas: https://twitter.com/anasalhajji
Michael: https://twitter.com/BelkinReport
Tracy: https://twitter.com/chigrl

Watch this episode on Youtube: https://youtu.be/b1U1rdo81Qw

#WeekAhead #FinanceDiscussion #OilPrices #EquityMarket #LNGTrends #ElectricVehicles #InvestmentAnalysis #FinancialForecast #MarketInsights #AsiaEnergyTrends #SectorRotation #EconomicOutlook #InvestmentStrategies #FinancialNews #CompleteIntelligence #DrAnasAlhajji #AnasAlhajji #MichaelBelkin #BelkinReport #TracyShuchart #Chigrl #TonyNash #TonyNashNerd #CIMarkets #AIPoweredForecasts #EconomicsData #AI #ML #Nikkei100 #MajorCurrencies #ForexForecasts

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This Week Ahead discusses three key topics: Inflation & Growth, Jobs, and Housing with Adem Tumerkan, Albert Marko, and Leo Nelissen.

First, we explore Inflation & Growth, where Albert shares his thoughts on rising inflation and what it means for the economy. Adem also addresses concerns about GDP and GDI.

Next, Leo takes us through the Jobs market, touching on Challenger job cuts and the US JOLTS data, and what it implies for the Fed's plans.

Finally, Adem talks about Housing, highlighting the ups and downs in the US housing market and the role of the Fed in these changes.

Key themes:
1. Inflation & Growth
2. Jobs
3. Housing
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This is the 78th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Albert: https://twitter.com/amlivemon
Leo: https://twitter.com/growth_value_
Adem: https://twitter.com/RadicalAdem

Watch this episode on Youtube: https://youtu.be/hjRewn4PNkU

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In this episode of The Week Ahead, we’re diving into some key topics that are making waves with Deer Point Macro, Tracy Shuchart, and Albert Marko.

First up, Deer Point Macro takes the lead in discussing the mystery behind China’s credit growth. For years, credit growth has fueled China’s economic progress. But recent times have brought some twists and turns. What’s the deal with the current credit growth, and how is it connected to the country’s economic landscape? Tune in as we explore who’s borrowing, who’s extending credit, and how credit markets might just hold the key to fixing China’s real estate scene.

Next, Tracy Shuchart steps in to shed light on Saudi Arabia’s latest move to cut crude supply once again. You might remember we talked about their 1 million barrel cut last month. But now, whispers suggest another extension. What’s the bigger story behind these cuts? Could this signal weaker demand from China? Join us as we discuss whether OPEC is waiting for a sign that China’s demand is on the upswing before easing up on the supply cuts.

Lastly, Albert Marko takes the stage to expose the drama around the upcoming presidential election. Yep, it’s that time again, and the spotlight is on none other than Donald Trump. With the first Republican debate making headlines, everyone’s wondering if it’s truly Trump’s race to lose. But with a hefty 65% of voters viewing him unfavorably, could the Republicans face a major divide? Could they struggle to find a strong contender against Biden? We’ll dissect the major issues that will shape this campaign.

Join us for insights, discussions, and a deep dive into what lies ahead. It’s all happening on this episode of “The Week Ahead.” Don’t miss out!

Key themes:
1. China’s credit growth
2. Saudi cuts crude supply again
3. Trump’s to lose?

This is the 77th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Deer Point Macro: https://twitter.com/deerpointmacro
Albert: https://twitter.com/amlivemon
Tracy: https://twitter.com/chigrl

Watch this episode on Youtube.

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In this episode of The Week Ahead, Tony Nash hosts a discussion with Tony Greer, Albert Marko, and Tracy Shuchart, covering various market events and trends.

Tony Greer explains the concept of a bear steepener, which is causing a necessary rotation in the market, with tech stocks and the AI bubble deflating while natural resources and energy hold their ground.

The panel discusses the current market pullback, viewing it as orderly and temporary. They mention the spike in the VIX, indicating increased fear, but not impending doom. Tony Greer expresses bullishness in the oil market, citing tightening gasoline spreads and the strength of the physical oil market.

Tracy Shuchart agrees with Tony Greer’s assessment of the oil market, emphasizing extreme backwardation and market tightness. Tony Greer expects a continuation of the rotation out of tech stocks and a potential further pullback before finding a comfortable bottom for the S&P 500.

Tony Greer discusses his bullish view on the equity market, expecting a pullback in the tech sector due to bubble sentiment. Albert agrees and believes China will act decisively to address the current situation. They mention China’s potential sale of treasuries and discuss various developments in China, including domestic weakness, deflation, and Evergrande’s bankruptcy filing.

The episode also touches on the potential impact of selling Chinese treasuries and the belief that other countries, including the US, would buy them. They discuss China’s potential sale of overseas assets and domestic political dynamics. The conversation briefly mentions the depreciated Japanese yen and its impact on China’s export competitiveness.

The discussion then shifts to crack spreads and refinery capacity, with Tracy explaining their significance and the underlying issues caused by underinvestment. Tony Greer expresses bullishness on energy due to strong gas demand and potential disruptions in refining capacity. Tracy mentions the potential impact of companies requiring employees to return to the office on gasoline demand. Albert adds that a potential slowdown in China could temporarily bring oil prices down.

Key themes:
1. Bear Steepener
2. China death spiral
3. Your crack(spread) is showing

This is the 76th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Tony Greer: https://twitter.com/TgMacro
Albert: https://twitter.com/amlivemon
Tracy: https://twitter.com/chigrl

Watch this episode on Youtube: https://youtu.be/j-rtq4xFd6U

AI-powered market forecasts with CI Markets: https://completeintel.com/markets

In this episode of The Week Ahead, we have Joseph Wang, Tracy Shuchart, and Ralph Shoellhammer.

Joseph kicks off by talking about inflation, the Fed, and banks. He looks at the recent CPI numbers and asks whether they suggest inflation or not. The conversation revolves around the Fed’s plans and a survey indicating two more interest rate hikes this year. We’re also examining changes in the money supply and whether it’s going back to normal levels.

Tracy gives us an OPEC update. The latest report forecasts oil demand growth for this year and the next. She gets into the impact of OPEC’s supply cuts, particularly Saudi Arabia’s extended cuts, and how they shape the supply situation this quarter.

Lastly, Ralph presents the case for why Europe needs nuclear energy. He shares insights from his report on the topic. Ralph explains the importance of energy density and its link to nuclear power. Safety concerns about nuclear energy and European perspectives on restarting nuclear plants are also discussed. We’re also looking at Germany’s energy mix and recent shifts in energy prices.

Key themes:
1. CPI. Fed. Banks.
2. OPEC Supply Deficit
3. Why Europe Needs Nuclear

This is the 75th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Joseph: https://twitter.com/fedguy12
Tracy: https://twitter.com/chigrl
Ralph: https://twitter.com/Raphfel

Watch this episode on Youtube: https://youtu.be/V40wnnhVRjQ

AI-powered market forecasts with CI Markets: https://completeintel.com/markets

In this Week Ahead episode, Tony Nash, Michael Belkin, Tracy Shuchart, and Albert Marko discuss various investment opportunities and market trends.

Michael emphasizes the importance of sentiment and positioning in the market, predicting a sentiment reversal and a potential liquidation squeeze out of tech stocks and into energy, financials, and China. He also highlights the under-owned nature of the energy sector and suggests investment opportunities in energy stocks, particularly at the point of maximum pessimism.

Michael draws parallels to Sir John Templeton’s advice on buying at the point of maximum pessimism and selling at the point of maximum optimism. The conversation also touches on the Federal Reserve’s interest rate decisions and inflation concerns.

Albert agrees with Michael’s assessment of tech stocks being overvalued and predicts a potential resurgent US dollar, albeit remaining range-bound. He discusses the impact of a stronger dollar on Europe and emerging markets.

Albert also expects a trend of contraction in the money supply for another month or two, followed by an expansion. The discussion further explores potential investment opportunities in China’s large-cap sector, driven by efforts to ignite optimism among Chinese investors, while acknowledging the risk of the Taiwan-China conflict.

The speakers also touch on the potential for a rally in small caps, driven by rotation and the consensus being long on large-cap tech stocks.

Additionally, the episode highlights the impact of the dollar on commodities, particularly crude oil. Albert predicts a range-bound crude oil price between 75 and 85 unless a geopolitical issue arises. 

Tracy discusses refinery margins and the strength of crack spreads, noting the strengthening diesel prices and the focus on refining diesel for better margins. She also emphasizes the importance of considering fundamentals in commodity prices and highlights the current high demand for oil, surpassing pre-pandemic levels.

Lastly, the conversation mentions OPEC’s voluntary cuts and their preference for a stable market with a price range of $80 to $90 for Brent crude. The group is seen as cohesive and unlikely to deviate from the cuts. The episode also briefly touches on the impact of Rhine River levels on manufacturing in Northern Europe, noting a recent return to normal levels that will take time to alleviate the backlog of products.

Key themes:
1. Forget AI. Real Equity Opportunities
2. Inflation, Fed & Treasury
3. More Crude Supply Cuts

This is the 74th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Michael: https://twitter.com/BelkinReport
Albert: https://twitter.com/amlivemon
Tracy: https://twitter.com/chigrl

Watch this episode on Youtube: https://youtu.be/qcW7Tl_lT6Q

AI-powered markets forecast with CI Markets. 94.7% forecast accuracy, 1,500+ assets (stocks, ETFs, forex, commodities, economics) forecasted every week. Learn more here: https://completeintel.com/markets

Welcome to “The Week Ahead” with Tony Nash, where we discuss the latest market trends and forecasts for the upcoming week with a panel of experts including Blake Morrow, Tracy Shuchart, and Albert Marko.

They begin with Blake by examining the strength of the dollar in relation to the euro, Japanese yen, and the resurgence of commodities. The conversation highlights the Fed’s indication of keeping rates high, the dovish stance of the European Central Bank, and the inflationary environment in Europe and the United States.

The focus then shifts to the Bank of Japan and the potential changes in their yield curve control policy. The speakers discuss the challenges the BOJ faces in moving away from ultra-loose policy, and the impact it may have on the Japanese yen’s depreciation and potential future appreciation.

The episode also covers China’s economy and the challenges it faces in shifting towards a consumer-based model. The speakers mention the potential devaluation of the yuan to boost exports, as well as the appreciation of the Mexican peso and the rally in commodities driven by a weak US dollar and China’s stimulus.

Tracy touches on the energy sector and the United States’ oil demand. The conversation explores the implications of rising energy costs on inflation and the global economy, as well as the slowing growth in margins for S&P 500 companies. They discuss the impact on luxury brands and high-end consumers, as well as the current status of AI in the tech industry, mainly with Albert.

Lastly, the experts discuss the role of large language models in improving search efficiency and potentially replacing low-level analyst jobs. They acknowledge the transformative effect of AI advancements in search capabilities, but caution about the accuracy of information provided by AI, especially in legal contexts.

Key themes:
1. Dollah! (& EUR, JPY, CNY)
2. Commodity Resurgence
3. Earnings

This is the 73rd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Blake: https://twitter.com/PipCzar
Albert: https://twitter.com/amlivemon
Tracy: https://twitter.com/chigrl


Watch this episode on Youtube: https://youtu.be/h_n_Vs0DC6M

Be a more intelligent trader/investor with CI Markets. AI-powered market forecasts. Transparent error rates. Learn more: https://completeintel.com/markets

Get the transcript here: https://completeintel.com/epic-correction-china-destruct-credit-divergence

In this episode of the Week Ahead, Tony Nash moderates a panel discussion with Brent Johnson, Albert Marko, and Michael Green, covering various key themes in the market.

The panelists address the uncertainty surrounding market direction, with predictions varying among experts. A correction is expected in the next 3-6 months, and while a crash is possible, monetary authorities may intervene to counteract it.

Factors such as the Federal Reserve's tightening measures and rising interest rates are anticipated to impact market performance. Government responses to market downturns also play a role in stabilizing and stimulating the economy. The historical trend suggests that assets tend to trend upward in the long term.

Market sentiment is currently high, but positioning is no longer extremely bullish. Earnings are expected to decline in Q3, influenced by slowing demand and decreasing inflation. Large companies like Samsung, Ford, and GM may experience significant earnings declines. The limited ability to raise prices puts pressure on corporations' bottom line, and lower volatility enables consumers to engage in comparison shopping.

The panelists discuss the complexities of inflation calculations and emphasize the influence of perception on market dynamics. Understanding the gap between the Fed's reaction and the market's perception is crucial for informed trading.

China's challenges with inflation, manufacturing, debt loads, and demographics are highlighted. The struggles faced by the Chinese yuan (CNY) and the need for devaluation to enhance competitiveness are explored. The panelists also touched on China's risk of collapsing due to demographics and limited consumption growth.

The discussion shifts to the interplay between the US and China, emphasizing the preference for economic fights over geopolitical or war fights. The strained relations between the two countries and the potential for unintended consequences are examined. The US dollar's role as a tool in geopolitical events and its impact on asset prices and credit quality are discussed.

Chapter 11 bankruptcies in the US have surged despite tightening credit conditions, indicating market fragility. The broken relationship between bankruptcies and credit spreads is analyzed. Mechanisms such as preventing market clearing events and refinancing avoidance are examined. The potential for a severe correction, investment opportunities in defense companies, and the struggle of levered companies are also discussed.

Overall, the panelists provide valuable insights into the evolving market dynamics and potential risks moving forward.

Key themes:
1. Epic crash or correction
2. Chinadestruct.exe
3. Credit divergence
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This is the 72nd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Brent: https://twitter.com/santiagoaufund
Albert: https://twitter.com/amlivemon
Mike: https://twitter.com/profplum99

Watch this episode on Youtube: https://youtu.be/50gs8Ot80uA

Be a more intelligent trader/investor with CI Markets. AI-powered market forecasts. Transparent error rates. 

Join host Tony Nash and experts Michael Gayed, Adem Tumerkan , and Leo Nelissen in this latest episode of The Week Ahead. They discuss pressing economic topics, providing valuable insights into global markets.

Michael Gayed explains the looming credit event, highlighting widening credit spreads and underperformance of high-yield junk debt. Leo Nelissen shares European market trends and inflation concerns.

The panel discusses deflation and reaccelerating inflation in the US. Michael suggests deflation risks while considering a potential surge in money velocity that could reignite inflation, challenging the Federal Reserve's target. Adapting views based on evolving information is crucial amid uncertainties.

Tony presents a hypothesis on deflation followed by reaccelerating inflation. Michael draws parallels to past deflation pulses, like the 1987 crisis. Adem discusses China's lack of an opening boost and the prevailing deflationary atmosphere. The US banking system's challenges, including declining borrowing and impact on net interest margins (NIMs), are explained. Concerns arise over banks' heavy borrowing and the implications of an inverted yield curve.

China's economic challenges are examined, including its net exporter status and low consumer demand leading to a deflationary environment. The high savings rate, excessive household debt ratios, and declining consumer confidence are discussed. Parallels with Japan's balance sheet recession caution against China's potential trap. Housing sales decline, reserve hoarding, and hidden debts exacerbate challenges, emphasizing the need for debt restructuring and a shift to a household sector focus.

Germany's negative prints and prevailing pessimism are explored as it serves as Europe's manufacturing hub. Long-standing issues, such as deindustrialization and nuclear reactor shutdowns, impact the economy. Declining demand and China's automotive dominance pose challenges. The quality of Chinese exports and outsourcing of chemical production are scrutinized. Germany's anemic consumer base and low-interest rates impact consumer confidence. A comparison between Europe and the US underscores the role of the Federal Reserve and the potential for deflation followed by inflation.

Stay informed about the current economic landscape, potential risks, and the path ahead. Navigate the complexities of the global economy with the insights shared in this episode.

Key themes:

1. Looming credit event
2. China weakness
3. German pessimism
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This is the 71st episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Michael: https://twitter.com/leadlagreport
Adem: https://twitter.com/RadicalAdem
Leo: https://twitter.com/Growth_Value_

Watch this episode on Youtube: https://youtu.be/paBP8zGMQO4

Be a more intelligent trader/investor with CI Markets. AI-powered market forecasts. Transparent error rates. Learn more: https://completeintel.com/markets

Experts Tracy Shuchart, Chris Berry, and Corey Lavinsky discuss peak oil, battery technology, and biofuels on "The Week Ahead." Tracy presents an IEA study projecting peak oil by 2028, examining the impact of EVs on transportation, particularly China's reliance on coal.

The feasibility of transitioning to EVs is explored, highlighting challenges in US grid infrastructure. Contrasting grid systems in China and India offer growth opportunities with unique hurdles.

Chris emphasizes securing sustainable lithium, cobalt, and graphite supplies for EV batteries, including domestic sourcing and new mining operations. The episode advocates comprehensive approaches considering technology, infrastructure, and secure supply chains for sustainable energy solutions.

The discussion addresses battery metals' impact on supply chains and affordability, focusing on managing lithium price volatility and exploring metal substitution. Regarding lithium sources, Chris highlights abundance in North America but acknowledges refining challenges in China, creating supply chain bottlenecks. Urgency in securing materials is evident through investments by automakers and partnerships.

Environmental impact is discussed, including mining permitting challenges and the carbon footprint of coal usage in nickel production for EV batteries. Alternative solutions like battery recycling and direct lithium extraction are recognized.

Reducing dependence on Chinese refining is explored, proposing upcoming US lithium refineries to diversify the supply chain and minimize environmental impacts. Tony suggests biofuels for carbon-neutral lithium transport.

Corey joins to discuss biofuels and recent EPA mandates, exploring biomass-derived ethanol and biodiesel from fats and recycled oils driven by the Renewable Fuel Standard.

Opportunities in battery metals, biofuels, and oil are examined, emphasizing battery technology advancements and using ethanol as sustainable aviation fuel feedstock. Tracy highlights oil companies' competitive investments due to changing political dynamics, with an increased focus on battery metals.

Key themes:

1. Peak Oil in 2028
2. Batteries
3. Biofuels

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This is the 70th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Tracy: https://twitter.com/chigrl
Chris: https://twitter.com/cberry1
Corey: https://twitter.com/biofuelslaw

Watch this episode on Youtube: https://youtu.be/y83TX5ltNdw

With CI Markets, you can access AI-powered market forecasting for as low as $20 a month. Get 94.7% market forecast accuracy for over 1200 assets across stocks, commodities, currencies, equity indices, and economics.


In the latest episode of "The Week Ahead," Tony Nash hosts David Cervantes, Albert Marko, and Tracy Shuchart, offering valuable insights on recession indicators, China's economic challenges, the natural gas market, and Europe's energy supply problems.

Key themes:
1. No recession
2. China’s inertia
3. Natgas bounce

Key takeaways:

• Accurate recession call by David Cervantes, emphasizing construction activity and employment data.
• Limited impact of commercial real estate in the broader economy.
• Tech job losses not supported by data; payroll and claims data refute significant losses.
• Trend of individuals turning to DIY solutions for home repairs.
• Dismissal of concerns about a credit contraction in the banking sector.
• Exploration of potential energy shocks and their impact.
• Concerns about China's lack of political and economic movement, despite slight retail sales growth.
• Geopolitical considerations and parallels between China's situation and Japan's experience in the 1980s.
• Challenges faced by China, including demographics, environmental issues, and water scarcity.
• Impact of high energy costs and environmental policies on European industries.

This is the 69th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:

Tony: https://twitter.com/TonyNashNerd
David: https://twitter.com/pinebrookcap
Albert: https://twitter.com/amlivemon
Tracy: https://twitter.com/chigrl

Watch this episode on Youtube: https://youtu.be/Trd9pE_GNOU

Be a smarter trader/investor with CI Markets. Learn more: https://completeintel.com/markets

In this episode of "The Week Ahead," Tony Nash hosts guests Doomberg and Albert Marko to discuss two key topics: stagflation in 2024 and the ongoing clash between Binance and the SEC. 

Tony highlights the survey results showing significant concern among respondents regarding stagflation. Albert discusses the impact of economic and political policies on persistent inflation and believes that the stagflation argument may be more of a "stagflation light" scenario due to the resilience of the service industry and ongoing market rallies. Tony adds additional points, including the IBD economic optimism index remaining below expectations and signs of cracks in the middle-class economy. They acknowledge that inflationary pressures, rising prices, and elevated interest rates contribute to declining optimism and a challenging economic landscape. 

Doomberg provides insights into the counterintuitive inflationary effects of rapid interest rate hikes and discusses potential impacts on oil prices due to changes in the US shale industry and rising housing costs. He suggests that global stagflation in regions like China and Europe could have a spill-over effect on the US economy. 

The conversation also covers arguments against deflation, with Albert highlighting wage inflation as a factor preventing deflation. They discuss the challenges of US debt, the impact of inflation on household costs, and potential signs of deflation in the commercial real estate sector. 

Shifting to the energy sector, they discuss the potential impact of stagflation on energy, mentioning challenges faced by the oil industry if prices fall below $65. They highlight the tight supply of oil and gasoline, contradicting claims of low demand, and discuss the role of electric vehicles and the divergence between physical and paper markets. 

In the cryptocurrency industry segment, Tony and Doomberg address the legal issues surrounding Binance and Coinbase. They discuss accusations of unregistered securities and criminal activities by these platforms. They emphasize the potential consequences of disregarding rules in the cryptocurrency industry and the need for stronger regulatory action. 

The discussion concludes with a focus on the recent actions of the SEC in relation to the cryptocurrency market. They discuss the challenges of regulation, the susceptibility of the regulatory apparatus to corruption and political forces, and the erosion of trust in the SEC. They also highlight the need to address pump-and-dump schemes and the potential expansion of investigations into the venture capital space. 

Key themes: 

1. Stagflation in 2024 
2. Binance & the SEC 

This is the 68th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week. 

Follow The Week Ahead panel on Twitter: 

Tony: https://twitter.com/TonyNashNerd
Albert: https://twitter.com/amlivemon
Doomberg: https://twitter.com/DoombergT

Watch this episode on Youtube: https://youtu.be/LExqD5pkSUI

Be a smarter trader and investor with CI Markets. Learn more: https://completeintel.com/markets

In the latest episode of The Week Ahead, Tony Nash leads an insightful discussion with industry experts Tracy Shuchart, Mayhem, and Albert Marko. The episode covers a wide range of topics, providing valuable insights into the current state of the global economy and geopolitical landscape.

One of the key themes explored in the episode is the low crude prices and the upcoming OPEC meeting. Tracy Shuchart analyzes the factors contributing to the downward pressure on crude prices, despite expectations of a seasonal increase. She highlights recession fears and limited market participation as major factors hampering the rise in prices. The OPEC meeting, scheduled for June 4th, becomes a focal point of discussion, particularly in light of Russian overproduction. The experts discuss the potential outcomes of the meeting, including the possibility of production cuts and their impact on countries like India that heavily rely on affordable Russian crude.

Mayhem delves into the issue of U.S. Treasury debt issuance and its implications for market liquidity and financial conditions. The recent passage of the debt ceiling prompts an exploration of the upcoming $1.2 trillion of U.S. Treasury issuance. Mayhem provides insights into the expected timing of the issuance and its potential impact on the markets. The experts also touch upon the decline in investor home purchases, questioning whether the rise in interest rates is the sole cause or if other factors are at play. They contemplate the extent of this trend and its potential future implications.

Albert Marko leads the discussion on the changing dynamics of the Middle East and the implications for the United States. The UAE’s withdrawal from a maritime agreement with the U.S. serves as a catalyst for analyzing the broader challenges in the region. Tensions with Saudi Arabia, Qatar, and Turkey, coupled with evolving U.S. policies, shape the geopolitical landscape. The experts emphasize the need for the U.S. to build strong relationships with important countries like Turkey and Indonesia without excluding other global powers. They acknowledge the complexities of navigating the Middle East and stress the importance of long-term efforts in rebuilding relationships.

As the episode concludes, the participants share their expectations for the week ahead. They look ahead to the OPEC meeting and its potential outcomes, considering the impact on global energy markets. Additionally, they discuss the upcoming Federal Reserve meeting and the decision on interest rates, offering diverse perspectives on whether a rate hike is imminent or if the Fed will adopt a more dovish approach.

Key themes:

1. Why is crude so low? (and OPEC)
2. UST Tsunami
3. Middle East (UAE)

This is the 67th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Tracy: https://twitter.com/chigrl
Albert: https://twitter.com/amlivemon
Mayhem: https://twitter.com/Mayhem4Markets

Watch this episode on Youtube: https://youtu.be/O8ot6yHQgqg

Explore your CI Futures options: https://completeintel.com/futures

In this episode of the Week Ahead, Tony Nash hosts a panel discussion with Albert Marko and Adem Tumerkan, covering the economics of electric vehicles (EVs), trading the debt ceiling, and China’s post-Covid opening.

Albert delves into the economics of EVs, highlighting Ford’s significant losses of $2.1 billion in their EV unit for FY 2022 and an additional $722 million loss in Q1 2023. Tony references insights from Robert Bryce, revealing that Ford incurs a hefty loss of $66,000 on each EV produced. The panel discusses the EV drive on Capitol Hill and among car manufacturers, linking it to influential donors invested in ESG and carbon credits. Tony raises questions about companies’ motives, while Adem expresses concerns about the saturated EV market, Ford’s losses, and Tesla’s price cuts. They explore strategies such as spinning off EV units and meeting emissions standards with carbon credits.

Shifting the focus to trading the debt ceiling, Tony highlights a sense of optimism and hope despite previous negative news. Reuters suggests a debt ceiling rally is on the horizon. The panel anticipates an agreement unlikely before mid-June and assures that a default is not expected. They interpret Janet Yellen’s varying statements as a strategy to create market turmoil and pressure Republicans for a better debt ceiling deal. The influx of California’s income taxes in mid-June may affect the Republicans’ stance. The panel predicts market volatility and suggests a potential stimulus package later in the year to appease voters during the election season. Adem analyzes the impact of the debt ceiling on bank reserves and liquidity, predicting potential fragility in the system. He recommends focusing on the longer end of the yield curve and discusses the possibility of a credit crunch and its consequences.

Adem sheds light on China’s disappointing post-Covid opening, highlighting structural issues, high debt levels, defaults on infrastructure projects, and a weak consumer base. Tony emphasizes Adem’s recent tweets revealing the reasons behind China’s weak reopening. Adam elaborates on China’s weak reopening, explaining the negative impact of its current account surplus on consumer demand. Tony contrasts Asian economies with high savings due to historical volatility to credit in the West, which is based on stability. Adem highlights the Chinese government’s repression of consumption, leading individuals to save, which funds state-owned enterprises and infrastructure projects.

Looking ahead, Albert focuses on the debt ceiling while also mentioning the importance of monitoring oil prices and the potential for a secondary inflation event. Adam emphasizes the significance of China’s retail sales and current account data, as well as the crowded trades in the tech and regional bank sectors. He expresses contrarian views on shorting tech and recommends investing in longer-term bonds.

Key themes:
1. Economics of EVs
2. How to trade the Debt Ceiling
3. Anemic China

This is the 66th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Albert: https://twitter.com/amlivemon
Adem: https://twitter.com/RadicalAdem

Watch this episode on Youtube: https://youtu.be/49Eg5GV8io0

Explore your CI Futures options: https://completeintel.com/futures

In this episode of “The Week Ahead,” our guests discuss key themes affecting the markets. Tracy Shuchart, Anne-Marie Baiynd, and Amelia Bourdeau share their insights on oil equities, diamonds and gold, and tactics for navigating choppy markets.

Tracy starts the discussion by noting the decline in crude oil prices and the impact on oil equities. She expects crude prices to continue to fall, with institutions playing a crucial role in the market. Tracy highlights that investors should also keep an eye on geopolitical factors that could affect the oil market.

Amelia talks about the diamond market and her work at Diamond Standard. She explains that the diamond market is different from other commodities due to its unique characteristics, such as limited supply and high demand. Amelia also discusses the recent sell-off of gold by Palantir and whether it’s an indicator of things to come. She notes that while there may be short-term fluctuations, gold is a good hedge against uncertainty and inflation in the long run.

Anne-Marie shares her tactics for navigating choppy markets, pointing out that it’s essential to focus on the charts and technical indicators. She suggests looking at key levels and using them as a guide for trading decisions. Anne-Marie emphasizes the importance of risk management and encourages investors to have a plan for both bullish and bearish scenarios.

In conclusion, the panelists agree that uncertainty and volatility are part of the market, and investors should be prepared for them. They suggest having a long-term perspective, keeping an eye on geopolitical events, and using technical analysis to navigate choppy markets.

Key themes:
1. What’s ahead for oil equities?
2. Diamonds & gold!
3. Choppy markets

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Tracy: https://twitter.com/chigrl
Anne-Marie: https://twitter.com/AnneMarieTrades
Amelia: https://twitter.com/AmeliaBourdeau


Watch this episode on Youtube: https://youtu.be/xePyR0f4LW0

In this Week Ahead, Tony Nash is joined by Deer Point Macro, Fabian Wintersberger, and Albert Marko. The discussion focuses on US banks and the credit crunch, ECB & Europe’s banks, and the debt ceiling.

Deer talks about the recent market cap decline in US regional banks and highlights how the slow movement of bank deposit rates are causing depositors to push money into mutual funds. He also shares insights on how banks are provisioning for losses and discusses the potential impact on credit availability.

Fabian provides insights into the ECB’s decision to raise by 25bps and Madame Lagarde’s cautious stance. He also talks about the recent drama in the US over regional banks and expresses concern about the possibility of more wreckage with European banks.

Albert delves into the topic of the debt ceiling, which has recently been making headlines. He talks about whether most Americans care about it, whether US government employees go without pay, and the “full faith and credit of the US government” concept. He also explains why markets care about the debt ceiling and discusses how he expects the situation to play out.

Overall, the Week Ahead offers a thought-provoking discussion on some of the most pressing topics of the week. Tune in to get expert insights from our panelists.

Key themes:
1. US Banks. Credit crunch?
2. ECB & Europe’s banks
3. Debt ceiling

Follow The Week Ahead panel on Twitter:

Tony: https://twitter.com/TonyNashNerd
Deer: https://twitter.com/deerpointmacro
Albert: https://twitter.com/amlivemon
Fabian: https://twitter.com/f_wintersberger

Watch this episode on Youtube: https://youtu.be/HV7y49FTfVU

Explore your CI Futures options: https://completeintel.com/futures

This Week Ahead is joined by Bob Elliott, CIO at Unlimited Funds, Sam Rines from Corbu, and Josh Young from Bison Interests. In this episode, we delve into three crucial themes – Higher for Longer (H4L), Earnings, and Refining Margins – with a focus on stocks like $FRB, $META, $MSFT, $AMZN, $KMB, $XOM, $NOV, and $VLO.

Bob Elliott kicks off the discussion on H4L, sharing his insights on the current stocks versus bonds situation under this environment. Despite little progress from the Fed, he notes that equities signal a different outcome from bonds, which indicates an impending recession.

The panel then engages in a deep dive, discussing the possibility of the Fed relenting on inflation, the duration of the H4L phenomenon, and the role of the labor market in shaping its trajectory.

Sam Rines then shifts the focus to Earnings, highlighting key trends in the First Republic and Kimberly Clark stocks, including a decline in Price Over Volume. The panel also touches on the tech industry, analyzing its current position and outlook.

Finally, Josh Young explores the intriguing topic of Refining Margins, with a particular focus on the US and China dynamics that have contributed to Valero’s strong earnings report. Josh examines the significant drop in refining margins in recent months, assessing how the trend fits into the historical context of this industry.

Key themes:
1. Higher for Longer (H4L)
2. Earnings
3. Refining margins down, but strong demand

This is the 63rd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Bob: https://twitter.com/BobEUnlimited
Sam: https://twitter.com/SamuelRines
Josh: https://twitter.com/Josh_Young_1

Watch this podcast on Youtube: https://youtu.be/xhEAGe4LfNU