Did the Fed turn tech rally into everything rally?; Guyana’s new oil & IEA letter; Biden-Trump tie

#Marketanalysis #fed #inflation #economy #oil #ECB #BJO #Trump #Biden #populism

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

Daniel / @DLacalle_IA discusses the Federal Reserve's recent dovish stance and its potential impact on inflation. He also touches on the central bank policies of Japan and the European Union.

Tracy / @chigrl talks about Exxon's new oil discovery offshore Guyana, its significance for the country and global supply, and the potential tensions with Venezuela due to the find's location. She also digs into a new letter that the US House and Senate have sent to the International Energy Agency requesting details on their green agenda.

Albert / @amlivemon provides insights into the upcoming US presidential election, including the current tight race between the incumbent and the challenger, concerns about fundraising, and the key issues that could sway voters' decisions.

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This is the 103rd episode of The Week Ahead, where experts talk about the week that just happened and what’s coming in markets.

Chapters
00:00 Start
00:24 Introduction and key themes
03:01 Fed dovishness and the everything rally
06:13 2021 Deja vu?
09:29 What indicators are you looking at? Nominal GDP, repo rates, money supply
12:34 Second wave of inflation
15:46 BOJ & ECB
22:40 China at the precipice
26:45 What economic data can we trust?
30:44 Exxon's new oil find in Guyana
33:47 US Congress letter to IEA; Europe's energy policy
45:48 Tight US Presidential race
48:20 What are the biggest US election issues?
52:59 European perspective on the US election

[kylem.]

Outstanding discussion. Unpacking the 2008 Iceland situation at the end was phenomenal. Heard nowhere else! Thanks all!

[mooshoomastakilla]

This is really great content. How does this not have more views!!!!

[thomassieckmann]

I love Daniel LaCalle! It would be an interesting debate between Daniel and Mike Green. Respect both but very different opinions on inflation

[snyderkr]

I hate it that the more relevant and realistic the conversations are these days, the more discouraged I feel. The burden of awareness, I guess. Great show, tho!

[robmcgriff]

I have just been more educated than 4 years of college educated me, thankyou, thankyou!!

[graeme]

Excellent show….Daniel was on fire. Seems tremendously problematic that the bottom c 60% are being financially repressed on an enormous scale, while those with capital/savings just need to allocate to equities/PM/crypto and the system will keep making them richer……god help the younger generation who don’t have wealthy parents…..

[CycleverseGames]

I thought the IEA was only government funded. Hearing that WEF also funds the IEA sheds light onto why their reports are notoriously wrong yet they never seem to improve their research. Turns out you don't need research if you already know the result you want to publish.