CPI, Fed, Banks; OPEC Supply Deficit; and Why Europe Needs Nuclear

Complete Intelligence

AI-powered market forecasts with CI Markets: https://completeintel.com/markets

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
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

Watch this episode on Youtube: https://youtu.be/V40wnnhVRjQ