Exploring China's Political and Economic Climate
Mike Green sits down with Louis Vincent Gave, CEO of Gavekal Research, to examine the political and economic climate of China. They look at China's 'outsized' role in the world and what impact joining...
7 Feb 20221h 27min
Post-Trade Analysis: Long Position SONY/Short XLK
Weston Nakamura closes his long Sony Corp. (NYSE: SONY)/short Technology Select SPDR Fund (NYSE: XLK) market-neutral pair trade, as SONY shares rallied following an intraday trading halt on news of it...
6 Feb 202215min
"Whiplash Week" Ends With a Jobs Jolt
It wasn’t just the nonfarm payrolls data for January that moved markets on Friday. Upward revisions to prior months’ reports put a fresh glow on the U.S. economy – and also invited questions about Fed...
5 Feb 202236min
The ECB Joins the Inflation Fight
European Central Bank President Christine LaGarde now concedes the potential need for a rate hike in 2022 in the face of record-high inflation on the Continent, the same day the Bank of England announ...
4 Feb 202236min
The Fed Probably Won't Raise Rates Seven Times in 2022
The ADP employment report for January showed a net loss of jobs, consumer spending is slowing, and President Biden is sending 3,000 troops to Eastern and Central Europe in response to Russian aggressi...
3 Feb 202235min
Commodity Markets Rise to the Drums of War
It’s already been a good year for hydrocarbons, with crude oil and natural gas prices rising along with geopolitical tensions in Central Europe. The threat of war is now driving up prices of agricultu...
2 Feb 202236min
Equity, Bond Prices Suffer Ahead of Fed Tightening Cycle
Stocks surged on the last trading day of the month, but it was still the worst January for the Nasdaq since 2008. According to Mark Ritchie, managing partner and chief investment officer of RTM Capita...
1 Feb 202236min
Exchanging Lanes: Are We Misreading Inflation?
Brad Snyder and Weston Nakamura, a trucker and a trader, are back with Exchanging Lanes to challenge conventional macro data analysis, using real-world, real-time, on-the-ground observations and apply...
31 Jan 202220min
