MM119: When 'good' news is 'bad' news for markets & Are OPEC+ fighting a losing battle?

1

Introduction

00:00 • 3min

2

The Fed's Minutes From Their Last Meeting

03:04 • 4min

3

The ISM Services Data: A Forward Looking Indicator

07:25 • 4min

4

The Fed Overshoots Interest Rate Expectations

11:09 • 4min

5

The Impossible to Measure Contributions to Inflation

15:15 • 2min

6

The Mortgage Market and the Threat It Carries

17:27 • 3min

7

The Financial Conduct Authority's Meeting on House Prices

20:07 • 3min

8

The Financial Conduct Authority and the SVB Saga

22:58 • 2min

9

Non-Fon Payrolls Drop

24:42 • 2min

10

The Fed's Expectations for a Recession

26:29 • 6min

11

The Inversion of the Recession Curve

32:28 • 3min

12

Saudi Arabia and Russia Deepen Oil Supply Cuts

35:48 • 2min

13

The US, Russia, and Saudis Cut 500,000 Broughs Per Day in Oil Prices

37:29 • 5min

14

The Importance of Long Term Demand in Oil Prices

42:10 • 3min

15

Saudi Aramco and OPEC's Upbeat View of Oil Demand Growth

45:27 • 5min

16

Oil's New Low for the Session

50:00 • 2min