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Get the transcript here: https://completeintel.com/cpi-fed-opec-supply-deficit-why-europe-needs-nuclear
In this episode of The Week Ahead, we have Joseph Wang, Tracy Shuchart, and Ralph Shoellhammer.
Joseph kicks off by talking about inflation, the Fed, and banks. He looks at the recent CPI numbers and asks whether they suggest inflation or not. The conversation revolves around the Fed’s plans and a survey indicating two more interest rate hikes this year. We’re also examining changes in the money supply and whether it’s going back to normal levels.
Tracy gives us an OPEC update. The latest report forecasts oil demand growth for this year and the next. She gets into the impact of OPEC’s supply cuts, particularly Saudi Arabia’s extended cuts, and how they shape the supply situation this quarter.
Lastly, Ralph presents the case for why Europe needs nuclear energy. He shares insights from his report on the topic. Ralph explains the importance of energy density and its link to nuclear power. Safety concerns about nuclear energy and European perspectives on restarting nuclear plants are also discussed. We’re also looking at Germany’s energy mix and recent shifts in energy prices.
Key themes:
1. CPI. Fed. Banks.
2. OPEC Supply Deficit
3. Why Europe Needs Nuclear
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This is the 75th episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.
Follow The Week Ahead panel on Twitter:
Tony: https://twitter.com/TonyNashNerd
Joseph: https://twitter.com/fedguy12
Tracy: https://twitter.com/chigrl
Ralph: https://twitter.com/Raphfel
Time Stamp:
00:00 Start
01:34 Discussing CPI and PPI data
04:45 Different perspectives on inflation and interest rates
08:52 Expectations for rate hikes in3
11:14 Understanding the impact of money supply on the economy
12:45 Potential for gradual quantitative tightening (QT)
13:55 Introduction and Discussion on BTFP and Regional Banks
16:03 Liquidity Stress in the Banking System and Bank Earnings Reports
17:17 Regional Banking Sector Analysis and Economic Outlook
19:08 US Banking System and Inflation
21:55 Oil Demand in Asia and Europe
24:01 China’s Demand and Crude Imports
26:08 US Crude Production and Industry Insights
27:19 Importance of Nuclear Energy for Europe
29:16 Nuclear power success stories in Canada and France
31:08 Safety concerns and misconceptions about nuclear power
33:08 Comparing nuclear power to other energy sources in terms of safety
33:59 Changing sentiment towards reopening nuclear plants in Europe
35:05 Addressing misinformation and fear surrounding nuclear power
37:00 Capacity factors of renewable energy sources
37:30 The German energy mix and the cost of renewable energy
Listen on Spotify: https://open.spotify.com/episode/2ZnDx1jYnODX7nfCAw4dGf?si=52f5044bfc4740fe
Listen on Apple Podcast:
#TheWeekAhead #Inflation #FederalReserve #Banks #CPI #OPECUpdate #OilSupply #EnergyDemand #NuclearEnergy #EuropeEnergyNeeds #EnergyDensity #EnergyPrices #FinancialForecasting #InvestmentPlanning #BusinessInsights #TonyNash #TonyNashNerd #JosephWang #FedGuy12 #TracyShuchart #ChiGrl #RalphShoellhammer #Raphael #CIMarkets #AIPoweredForecasts #TransparentErrorRates #CompleteIntelligence #NuclearPowerPlant #CPI #PPI #Fed #RegionalBanks #OPEC #CrudeSupply
7 Comments
Tracy in the house. This is good.
🎉🥳🎊
Glad Tracy brought up China. US not increasing production is news.
Technical point: The US nuked New Mexico before Japan.
Great discussion!
Hello Tracy . The discution is interesting , however i don't understand why the exagerated government spending isn't mention . This so important , because the interest of the national debt are growiing exponentially . In other words all the economics information we are receiving seems like a fake . All this , has no sense . Everytime i go to buy something everything , but everything is more expensive . Too much money printing . The result , taxing everything in a recurrent way , as a result devasing the US dollars . Please , introduce this topic in your next presentation . Thank you .
The water from fukishima has been leaking into the ocean for years but you cant see it. Very misleading.