OM DENNE EPISODE
#Deflation #Fed #Rates #Fiscal #Coal #China #Iran #Venezuela
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Welcome to the latest episode of "The Week Ahead" with your host, @Tony Nash / @tonynashnerd! We've assembled a fabulous lineup featuring Alex Gurevich, Tracy Shuchart and Albert Marko.
Alex / @agurevich23 on his 2023 thesis about the coming deflationary spiral titled “Real Rates Tsunami.” He talks us through why he believes we are on a path to deflation, which will then be followed by a rise in unemployment and, possibly, recession. He talks through global factors like China’s current deflationary environment and the impact of Artificial Intelligence (AI).
Tracy / @chigrl talks about the rise in US coal exports and how emerging and middle income markets are including more coal in their power generation mix. Part of this is due to higher interest rates, which impose higher costs in green power generation projects. She focuses on India and Narendra Modi’s use of coal for energy security.
Albert / @amlivemon talks us through the US government’s retaliatory actions toward Iran after 3 US service people were killed in attacks in Jordan. Is the US government’s slow deliberation good for this situation or does it make the US look unprepared? He then talks through US sanctions on Venezuela and the potential impact on crude prices in the US.
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This is the 98th episode of The Week Ahead, where experts talk about the week that just happened and what’s coming in markets.
