Join me for a thorough run down of this Wednesday’s Federal Open Market Committee meeting, where I look at how the market is pricing this meeting and what might happen if the Fed surprises either way and even in the more difficult to predict scenario that there is no surprise at all.
This year marks only the fourth time in more than 20 years that the Fed has embarked on an easing cycle and the beginning of these easing cycles have seen very different outcomes.
In the latter part of the video, I take a look at how every past easing cycle since 1998's unfolded and how risky assets and the US dollar have performed. I also examine what may be driving gold this time around, as the precious metal is finally trying to come alive after a long walk in the desert for gold bugs since its 2011 peak.
Quarterly Outlook Q1 2022: Fuelling the Energy Crisis
- The green transformation is fuelling the energy crisis. Is it time to base our energy future on reality not fantasy?
Energy crisis could turn energy stocks into secular winnerWith long-term expected returns for the global energy sector close to 10%, we look at 40 stocks that could be set to cash in.
Commodities supported by greenflation and tight supplyThe commodity sector recorded its best year since 2000 in 2021. Will the good times will keep rolling in 2022? Ole Hansen thinks so.
The bond bear market will not spare anyoneInvestors will need to prepare for the pain of a bond bear market in 2022. But are there opportunities out there, too?
Mean reversion for big 2021 moves and lots of volatilityDon't expect the Japanese yen or Chinese renminbi to stay at their overstretched valuations for long. Get the FX Outlook now.
The future in energy-intensive proof-of-work looks dimIn the midst of a global energy crisis, electricity-guzzling Bitcoin and Ethereum are set to feel the heat from politicians and investors.
Australian equities poised to benefit from the energy crisisThere may be an energy crisis, but that's fuelling a charge in the ASX. FInd out which stocks could be burning hot this quarter.
The EU’s unwise energy policyThe EU's energy crisis is one of the main drivers of inflation. Is there any relief around the corner, or is the situation critical?