CI Markets Coffee Break: India and Brazil ETFs

CI Markets Coffee Break: CNY and WTI Crude

CI Markets Coffee Break: 10 Year Yields and Gold Forecasts

Energy Market Directions; Equity Market Euphoria?; Warnings for Dividend Investors

CI Markets Coffee Break: The Dollar (DXY) and S&P 500

China is in a weak negotiating position vs the US

China’s economy; China’s place in the world; More competitive US stance; China risk for US companies

Macro backdrop & equities; USD vs Crypto; Iran & China’s energy security; Auto sector issues

Oil & Gas productivity; New US Energy Secretary; Future of green energy; Russia’s role in Europe

Resurgence of Europe?; Political betting markets; BRICS Summit; Natural gas (and Europe)

Energy policies have consequences (EU vs US); Over easy Fed; China's Economic Influence on Europe

Yields, Stagflation & Emerging Markets; Tech & AI; Energy & Geopolitical Risk; LNG Opportunity?

China Stimulus; Gold & the Dollar; OPEC; Iran & Geopolitical Risk Premium

China stimulus; Evergreening of Debt; USDCNY; Shanghai Composite; China ETF (GXC)

Fed; Market wants to go up, bonds don’t; Assertive US Treasury; EV insurance, dark green grids

Market sentiment, risk & crypto; Oil price fall; US election scenarios

Bear scare; Post-election rates, spending & taxes; NVDA & Tech; Russia, Iran & EU Energy

Dollar Breakdown & Safe Havens; US oil production & 2030 energy shortages; US election & Sep Fed cut

Small Business and Consumption; Is Europe Hollowing Out?; Upstream O&G Deals, Mining

Fed Cuts Panic; China’s Nuclear Power Ambitions; America’s Debt Problem

US domestic & geopolitics; The Fed & the managed economy; Market dysfunction

US real estate; Yen surge, tech, bonds, VIX; Energy earnings

Fed July rate cut?; Natgas falling; Tech, bonds & VIX

Unemployment and Market Disarray; Will Biden Run?; Crude Oil Flows

Gold and China’s Gold numbers; Stock picker’s market; Oil markets & US elections

Oil & the Long Bond – Triggering Bonds & Rallying Equities

Economic Divergence (Haves/Have Nots); Geopolitical Risk: Mexico, India, China; Gold, Silver, Crude

Ongoing Sector Rotation; ENERGY: HES-CVX, COP-MRO, XOM-Calpers

Party on?; What stops the commodity bull?; China-Russia

Dovish(ish) Fed; Will China drown the world in exports?; Hedge funds dump energy stocks, buy oil

Equities & gold markets; CPI & secular change; Trading Fed rate cuts; Japan, BOJ & JPY carry trade

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

What are corp bonds & CDS saying about equities; Super(boring) Tuesday; Dump the US gasoline reserve

CI Markets Has New Pricing Tiers

Tech and Gaming; Coal and corn; and China’s arms sales

The 17 year cycle in US markets; Does the Fed have a backbone?; How low can Natgas go?

Giddy euphoria in US markets; US LNG exports; Germany‘s EV dreams & industrial nightmares

Teaser: Week Ahead Feb 10 2024 Episode

Teaser: Week Ahead Feb 3 2024 Episode

Spiraling deflation?; Coal; Middle East, Venezuela

What happened in China?; Why did silver rally?; and Fed & QRA

Teaser: Week Ahead Jan 27 2024 Episode

The Fed, equities, and geopolitics; Iran acting out; and Red Sea: Crude hasn’t budged

Teaser: Week Ahead Jan 20 2024 Episode

CNA: US Banking Giants Optimistic Amid Nasdaq Drop, Market Resilience in Question

Bitcoin ETFs, inflation and labor data; industrial metals and junior miners; and the Yellen factor

Teaser: The Week Ahead Jan. 15th Episode

The US consumer & employment; Turkey’s geopolitical aspirations; and is nuclear overbought?

Teaser: The Week Ahead Jan. 8th Episode

2024 growth-disinflation-central banks-dollar; Crude quality; and Yemen-Red Sea shipping risk

Teaser: The Week Ahead Year-End 2023

Year-End Market Temptations; Rotation – Still On?; and COP28 ❤️ Fossil Fuels

Teaser: The Week Ahead Dec. 18th Episode

Russia’s growing relationships; Upcoming Elections; and LatAm’s Battle of Ideas

Bullish economic resilience; Fed and inflation targeting; and Oil (OPEC) and Silver

$99/Year on CI Markets Subscription - Cyber Monday Sale

The Upcoming USD Squeeze; Year-end market check; and China, US & geopolitics

The Stock Market. Gone! | Record Oil Demand & Growing Gas Supply | China, US & Geopolitics

Teaser: The Week Ahead Nov. 20, 2023 Episode

Rates & earnings quality; Dollar and elections; and Death of new nuclear power