Is It All Over for Energy Bulls?
Real Vision Daily Briefing: Finance & Investing
English - December 07, 2022 23:57 - 32 minutes - ★★★★ - 580 ratingsInvesting Business News Business News bitcoin business crypto economics economy finance gold investing kylebass macroeconomics Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Price action continues to reflect investors’ collective ambivalence about what comes next, with Wall Street warning of grim prospects for both stocks and growth in 2023. As Jason De Sena Trennert sees it, the “greatest risk to the economy and markets may be the Fed’s need to tighten more than risk markets anticipate.” That crude oil is probing near-term lows even as China eases some “COVID zero” restrictions is just one point of confusion. Trennert, the founder and CEO of Strategas Securities, joins Andreas Steno Larsen to break down what crude oil and other key markets are telling us right now, how inflation will become “sticky,” and why the Federal Reserve will have to go higher for longer.
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Price action continues to reflect investors’ collective ambivalence about what comes next, with Wall Street warning of grim prospects for both stocks and growth in 2023. As Jason De Sena Trennert sees it, the “greatest risk to the economy and markets may be the Fed’s need to tighten more than risk markets anticipate.” That crude oil is probing near-term lows even as China eases some “COVID zero” restrictions is just one point of confusion. Trennert, the founder and CEO of Strategas Securities, joins Andreas Steno Larsen to break down what crude oil and other key markets are telling us right now, how inflation will become “sticky,” and why the Federal Reserve will have to go higher for longer.
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