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#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 hereWelcome 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/marketsWelcome 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.

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

Experience the power of AI in forecasting Markets. Subscribe to CI Markets Free: https://completeintel.com/marketsWelcome 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 & EmploymentNeely, 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 AspirationsAlbert 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: Start01:59: Neely Tamminga's Perspective on Consumers08:39: Concerns about Consumer Spending10:57: Impact of Luxury Market14:47: Discussion on Turkey's Influence23:49: Turkey's Role in the Middle East and Africa32:26: Hedge Funds Investing in Uranium40:06: Political Impact on Nuclear EnergyWatch 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

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/marketsWelcome 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

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 attention2. Fed & Bond Vigilantes3. 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.

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

Register for a CI Markets account for FREE! No credit card required.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 BottomTony 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 ImplicationsWith 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.-------------------------------------------------------------------------------------------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

Register for a CI Markets account for FREE! No credit card required: https://completeintel.com/markets.Welcome to the Week Ahead with Tony Nash https://twitter.com/tonynashnerd. In this episode, we discussed three crucial topics: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?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.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:Central banks breaking thingsDiesel & refinery alertsVenezuela migrants & crude supply?-------------------------------------------------------------------------------------------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

Register for a CI Markets account for FREE! No credit card required: https://completeintel.com/marketsGet the transcript from our website: https://completeintel.com/100-oil-equities-peaked-lng-ev-asiaWelcome 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:

Register for a CI Markets account for FREE! No credit card required: https://completeintel.com/marketsIn 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 oil2. Equities have peaked3. LNG & EVs in Asia-------------------------------------------------------------------------------------------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/TonyNashNerdAnas: https://twitter.com/anasalhajjiMichael: https://twitter.com/BelkinReportTracy: https://twitter.com/chigrlWatch 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

⚠️EXTENDED⚠️EXTENDED⚠️EXTENDED⚠️  CI Markets for only $25/mo: https://completeintel.com/markets ⌛️ Until Sep. 4th only!⌛️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 & Growth2. Jobs3. Housing-------------------------------------------------------------------------------------------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/TonyNashNerdAlbert: https://twitter.com/amlivemonLeo: https://twitter.com/growth_value_Adem: https://twitter.com/RadicalAdemWatch this episode on Youtube: https://youtu.be/hjRewn4PNkU

⌛️PRICE INCREASE SOON⚠️ Subscribe now to get access to AI-powered forecasts by CI Markets. Only $25/month.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 growth2. Saudi cuts crude supply again3. 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/TonyNashNerdDeer Point Macro: https://twitter.com/deerpointmacroAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube.

Invest smarter with AI-powered forecasts of CI Markets portfolios.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 Steepener2. China death spiral3. Your crack(spread) is showingThis 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/TonyNashNerdTony Greer: https://twitter.com/TgMacroAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/j-rtq4xFd6U

AI-powered market forecasts with CI Markets: https://completeintel.com/marketsIn 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 Deficit3. Why Europe Needs NuclearThis 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/TonyNashNerdJoseph: https://twitter.com/fedguy12Tracy: https://twitter.com/chigrlRalph: https://twitter.com/RaphfelWatch this episode on Youtube: https://youtu.be/V40wnnhVRjQ

AI-powered market forecasts with CI Markets: https://completeintel.com/marketsIn 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 Opportunities2. Inflation, Fed & Treasury3. More Crude Supply CutsThis 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/TonyNashNerdMichael: https://twitter.com/BelkinReportAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch 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 Resurgence3. EarningsThis 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/TonyNashNerdBlake: https://twitter.com/PipCzarAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch 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/marketsGet the transcript here: https://completeintel.com/epic-correction-china-destruct-credit-divergenceIn 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 correction2. Chinadestruct.exe3. Credit divergence-------------------------------------------------------------------------------------------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/TonyNashNerdBrent: https://twitter.com/santiagoaufundAlbert: https://twitter.com/amlivemonMike: https://twitter.com/profplum99Watch 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 event2. China weakness3. German pessimism-------------------------------------------------------------------------------------------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/TonyNashNerdMichael: https://twitter.com/leadlagreportAdem: https://twitter.com/RadicalAdemLeo: 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/marketsExperts 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 20282. Batteries3. Biofuels-------------------------------------------------------------------------------------------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/TonyNashNerdTracy: https://twitter.com/chigrlChris: https://twitter.com/cberry1Corey: https://twitter.com/biofuelslawWatch 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 recession2. China's inertia3. Natgas bounceKey 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/TonyNashNerdDavid: https://twitter.com/pinebrookcapAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/Trd9pE_GNOU

Be a smarter trader/investor with CI Markets. Learn more: https://completeintel.com/marketsIn 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/DoombergTWatch this episode on Youtube: https://youtu.be/LExqD5pkSUI

Be a smarter trader and investor with CI Markets. Learn more: https://completeintel.com/marketsIn 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 Tsunami3. 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/TonyNashNerdTracy: https://twitter.com/chigrlAlbert: https://twitter.com/amlivemonMayhem: https://twitter.com/Mayhem4MarketsWatch this episode on Youtube: https://youtu.be/O8ot6yHQgqg

Explore your CI Futures options: https://completeintel.com/futuresIn 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 EVs2. How to trade the Debt Ceiling3. Anemic ChinaThis 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/TonyNashNerdAlbert: https://twitter.com/amlivemonAdem: https://twitter.com/RadicalAdemWatch this episode on Youtube: https://youtu.be/49Eg5GV8io0

Explore your CI Futures options: https://completeintel.com/futuresIn 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 marketsFollow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdTracy: https://twitter.com/chigrlAnne-Marie: https://twitter.com/AnneMarieTradesAmelia: https://twitter.com/AmeliaBourdeauWatch 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 banks3. Debt ceilingFollow The Week Ahead panel on Twitter:Tony: https://twitter.com/TonyNashNerdDeer: https://twitter.com/deerpointmacroAlbert: https://twitter.com/amlivemonFabian: https://twitter.com/f_wintersbergerWatch this episode on Youtube: https://youtu.be/HV7y49FTfVU

Explore your CI Futures options: https://completeintel.com/futuresThis 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. Earnings3. Refining margins down, but strong demandThis 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/TonyNashNerdBob: https://twitter.com/BobEUnlimitedSam: https://twitter.com/SamuelRinesJosh: https://twitter.com/Josh_Young_1Watch this podcast on Youtube: https://youtu.be/xhEAGe4LfNU

Explore your CI Futures options: https://completeintel.com/futuresIn the latest edition of “Week Ahead”, Tony Nash is joined by Daniel Lacalle, Chief Economist at Tressis, Albert Marko, and Ralph Schoellhammer from Webster University in Vienna to discuss the key themes in the market. The trio begins with a discussion on market optimism, macro earnings, and money growth, and how the market participants are overly optimistic despite interest rate rises, bank failures, and persistent inflation. Lacalle highlights the factors that are driving this optimism and provides insights into how investors can navigate the current market conditions.Moving on, the discussion shifts to the Fed's stance on interest rates. Albert Marko shares his view that the Fed would likely stay strong given the inflation environment and predicts two more rate hikes. He explains why he expects two more hikes and what it means for the “higher for longer” duration. The conversation provides a comprehensive analysis of the current state of the market and offers practical insights into how investors can stay ahead of the curve.Finally, Ralph Schoellhammer takes the floor to discuss the nuclear power industry's future, specifically the differences in approach between Germany and Japan, and other countries. The discussion offers a unique perspective on the challenges facing the industry and the potential solutions that could be implemented.As the discussion concludes, the participants share their expectations for the week ahead. The conversation offers a glimpse into the market's future and provides valuable insights for investors looking to stay ahead of the curve. Overall, “Week Ahead” is an insightful and thought-provoking discussion that covers a wide range of topics and provides practical insights for investors.Key themes:1. Market optimism: macro, earnings, & money growth2. 2 more Fed hikes?3. Nuclear: Germany vs Japan (& others)This is the 62nd 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/TonyNashNerdDaniel: https://twitter.com/dlacalle_IAAlbert: https://twitter.com/amlivemonRalph: https://twitter.com/RaphfelYou can watch this episode on Youtube: https://youtu.be/hDiMKD7EaQw

Explore your CI Futures options: https://completeintel.com/futuresIn this episode, we're joined by experts Dan McNamara, Tracy Shuchart, and Mackinley Ross to discuss three key themes: CRE vs WFH, Asian crude demand, and inflation vs earnings.Dan kicks off the discussion with the latest news of Salesforce leaving their headquarters in San Francisco, the largest employer in the city, and giving up 1 million square feet of office space. Other high-profile CRE issues in the city include two major banks – Union Bank and Wells Fargo – discounting their building sales by 52% and 67%, respectively. The cause seems to be Work From Home (WFH) and rising rates, with empty offices and rising rates forcing ZIRP-era prices down. Dan explores the drivers and impacts of this trend, how it could accelerate, and what other markets it could hit. He also examines the potential impact on local tax revenues and whether taxes on CRE are low compared to other revenue sources.Moving on to Asian crude demand, Tracy highlights the recent rally in crude prices and the focus on Asian crude demand. Refineries in the region are aggressively buying for June deliveries, and China's imports are up. She delves into what's driving this demand and whether Asian economies are really coming back that quickly.Finally, Mac talks about inflation vs earnings, with the recent headline CPI coming down slightly but core CPI going up. The Fed has said several times they watch core, not headline, so we don't seem to have the makings of a Fed pause or a pivot yet. With positive bank earnings, does this reinforce the case for a 25 bps rise in May, and will we see talk of a June rise too?Key themes:1. CRE vs WFH2. Asian crude demand3. Inflation vs earningsThis is the 61st 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/TonyNashNerdDan: https://twitter.com/danjmcnamaraTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/OFNJ9knoIiM

In the latest Week Ahead episode, three experts – Todd Gentzel, Chris Balding, and Sam Rines – discuss the impact of AI on the job market and the enterprise.The conversation delves into the macro environment and the rise of AI, with Sam Rines framing the discussion by noting the fast adoption of AI tools like ChatGPT and Midjourney, which are taking out low and mid-level writing, creative, and analyst tasks. This is a threat at a scale not seen before as this generation of AI is targeting professional, corporate, and office jobs.Todd Gentzel, who has consulted and led strategy for some of the world's largest companies, discusses the current state of AI in the enterprise. He notes that many AI projects are just pet projects to tick a box and the “AI” portion of these projects is extremely limited. However, he believes that AI has the potential to change the enterprise significantly and identifies the factors holding the enterprise back from adopting useful AI.Chris Balding, the founder of an AI-NLP firm, discusses whether AI will steal jobs. He notes that starting his firm has changed his view of the application of AI and its potential to take on whole job functions. The conversation covers the impact of AI on labor and capital, the potential for AI to be deployed to take on individual functions, and whether AI can only be used to augment job functions or take on whole job functions.The discussion raises important questions about the impact of AI on the job market and the enterprise, and how it will change the way we work. While the experts have different perspectives on the potential of AI, they all agree that it will have a significant impact on the economy, the job market, and society as a whole.Key themes:1. Is the macro environment to blame for the rise of AI?2. How will AI change the enterprise?3. Will AI steal your job?This is the 60th 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 TwitterTony: https://twitter.com/TonyNashNerdSam: https://twitter.com/SamuelRinesTodd: https://twitter.com/ToddGentzelChris: https://twitter.com/BaldingsWorldWatch this episode on Youtube: https://youtu.be/CN3m4s1M1I0

Explore your CI Futures options: https://completeintel.com/promoIn the latest “Week Ahead” discussion, three experts delve into three crucial topics: synchronized global risks, the spending patterns of the US consumer, and the copper gap in the energy transition.Keith Dicker of IceCap Asset Management and Loonie Hour Podcast takes the lead on synchronized global risks, highlighting how a banking crisis in Silicon Valley has led to crises at other regional banks in the US and abroad. He also discusses the potential risks of the Hong Kong dollar breaking its peg and its impact on the Canadian dollar.Albert Marko shares his insights on the spending patterns of US consumers, presenting surprising findings on mainstream companies like Carnival Cruise Lines and McCormick, which have been able to raise prices despite the economic recession. These findings challenge the notion of the Federal Reserve's ability to pivot or pause.Tracy Shuchart from Hilltower Resource Advisors warns about the copper gap in the energy transition, which is emerging just as the energy transition gains speed. She provides insights into what this means for copper prices in 2023 and how it will impact the energy transition.The episode concludes with the experts' predictions for the week ahead.Key themes:1. Synchronized global risks2. The US consumer isn't slowing down3. Copper gap & energy transitionThis is the 59th 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/TonyNashNerdKeith: https://twitter.com/IceCapGlobalAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/nUw_0IQVMVc

Explore your CI Futures options in this March Madness Promo: http://bit.ly/3T7HtlrIn the latest episode of The Week Ahead, Tony Nash is joined by Michael Nicoletos, Tracy Shuchart, and Albert Marko. The panel first explores Russia's recent announcement that it would use CNY for trade settlement outside of the US and Europe. Michael Nicoletos explains that this move could be viable, but it would depend on whether all countries would accept the terms of trade.Albert Marko believes that the recent rate hike was the right thing to do and predicted that the Fed would raise rates twice more. He also criticizes the lack of depth in the economics department of some central banks, citing examples from the RBNZ and the ECB.The panel also analyzes the energy market and predicted when we might see an uptrend. Tracy Shuchart updates the chart and pointed out that crude seemed to break the down cycle a bit, leading to a good week for the commodity. The team answers a viewer's question about the possibility of energy prices remaining low for a long time and offered their perspectives on the matter.Finally, the panel discusses what they expected for the Week Ahead. Michael Nicoletos predicts that the energy market would remain volatile, and Tracy Shuchart believes that the focus would be on the stock market, particularly the Nasdaq. Albert Marko highlights the importance of watching the inflation data and suggests that investors should keep an eye on the bond market.Key themes:1. Russia  $CNY. Why?2. Where does the Fed (and other central banks) go from here?3. When will we see an uptrend in energy?This is the 58th 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/TonyNashNerdMichael: https://twitter.com/mnicoletosAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/0827BcC_Kwc

Explore your CI Futures options in this March Madness Promo: bit.ly/3T7HtlrIn this episode of “Week Ahead,” Tony Nash is joined by Hugh Hendry, Tracy Shuchart, and Albert Marko to discuss the latest economic and geopolitical developments shaping the world today. The experts delve into key themes, including banking systemic risk vs inflation, higher rates and commodity cargoes, and China's evolving foreign policy.Hugh Hendry expresses his concerns regarding the potential impact of the Basel III Framework on the banking system, and whether it will exacerbate inflation. The experts also discuss Credit Suisse and UBS's current situation and the potential moral hazards that might arise from their financial woes. The conversation also touches on Central Banks' optimism in spite of the looming risks.Tracy Shuchart highlights how rising rates are affecting the prices of commodity cargoes. The discussion digs into the possible impact of falling cargo rates on the supply and pricing of commodities. Meanwhile, the experts anticipate the upcoming CPI report that could inform the Fed's expected raise of another 25bps at this month's meeting. They also discuss the ECB's recent 50bps raise to offset European inflation.Albert Marko leads a discussion about China's shift from an aggressive “wolf warrior” foreign policy to one of a peace negotiator. The experts explore the motivations behind China's recent diplomatic efforts to negotiate a Saudi-Iran agreement and facilitate a Russia-Ukraine peace agreement. They also discuss the United States' position and level of involvement in these discussions.Overall, the discussion provides insightful perspectives on the latest economic and geopolitical trends that could shape the week ahead. The experts highlight the importance of assessing the intersection of central banks, commodity prices, and global diplomacy. The insights shared in this episode could benefit investors, policymakers, and anyone interested in understanding the current economic and geopolitical landscape.Key themes:1. Banking systemic risk vs inflation2. Higher rates & commodity cargoes3. China: From wolf warrior to peace negotiator?This is the 57th 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/TonyNashNerdHugh: https://twitter.com/hendry_hughAlbert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/oOi1xp-DBcM

Explore your CI Futures options in this March Madness Promo.In this episode of The Week Ahead, the hosts discuss three key themes: Silicon Valley Bankruptcy, the Federal Reserve's Quantitative Tightening (QT) and systemic risks, and America's energy policy.The discussion begins with a focus on Silicon Valley Bank (SIVB), which had a major issue raising capital and faced a bank run on Thursday. On Friday, the California bank regulator shut the bank down. SIVB had $175 billion in deposits, $151 billion of which were uninsured. One of the discussions surrounding the SIVB collapse is how venture capitalists have been affected.The hosts then move on to discuss the Federal Reserve's QT and systemic risks. They note that the US has been experiencing strong data and inflation, and Fed Chairman Powell hinted at a 50 basis point increase this month. The hosts discuss whether the Fed will accelerate QT in this environment, what that could look like, and what risks it would pose to the US financial system.The third theme discussed is America's energy policy. Host Tracy Shuchart mentions a speech given by US Energy Secretary Jennifer Granholm, which didn't seem to give her more confidence in Granholm's competence as an energy secretary. The discussion touches on the problems with America's energy policy and how it affects the country's overall economic outlook.Finally, the hosts share their expectations for the week ahead.Overall, this episode offers a comprehensive analysis of current events and trends in finance and policy, with a particular focus on the implications of SIVB's bankruptcy and the Federal Reserve's actions. The hosts provide insightful commentary and thought-provoking questions that will be of interest to anyone following these issues.Key themes:1. Silicon Valley Bank(ruptcy)2. Fed's QT & systemic risks3. America's feckless energy policyThis is the 56th 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/TonyNashNerdJoseph: https://twitter.com/FedGuy12Albert: https://twitter.com/amlivemonTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/Txi-Hkr7n7E

Invest and trade better with CI Futures. Check your options: http://completeintel.com/pricing In this episode of “The Week Ahead,” host Tony Nash is joined by Brent Johnson, CEO of Santiago Capital, and Tracy Shuchart, a commodities trader at Hilltower Resource Advisors, to discuss the most pressing economic themes for the upcoming week.One of the key topics of discussion is the Federal Reserve's “Q2 Danger Zone,” which Brent believes could be a potentially scary time for the economy. He notes that we are still less than a year away from the first rate hike, and it often takes 12-18 months for rate hikes to show up in the economy. By the summer of 2022, we will be right in the heart of that time period, coinciding with YoY inflation numbers that should come down due to the crazy comparisons from the previous year. Brent warns that even if inflation remains somewhat sticky, we could see a bunch of disinflationary prints at the same time, which will make it challenging for the Fed. Moreover, by that time, Owner Equivalent Rents are expected to fall, adding to the Fed's challenges.Tracy then delves into the topic of oil production and cuts, specifically Russia's decision to cut 500k barrels. She explains what this means for the market, how it could impact crude prices, and who will be hurt the most – Asia or the West. Tracy also raises an interesting point about Russia's decision to smuggle oil through Albania despite the cuts, leaving us with questions about their motivations.Finally, the discussion turns to commercial and industrial loan growth, which saw a sharp rise after rate hikes started. Tracy explores why this is happening, and what it means for the economy. She believes that companies are taking out loans to fund capital expenditures, which is good news for the economy as it indicates that businesses are investing in themselves and their future growth.Key themes:1. The Fed's Q2 Danger Zone2. Capex & C&I Loan Growth3. 500k fewer Russian barrelsThis is the 55th 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/TonyNashNerdBrent: https://twitter.com/SantiagoAuFundTracy: https://twitter.com/chigrlWatch this episode on Youtube: https://youtu.be/6I8vJ0ghm4g