No more Doves, The China Divide & The Nat Gas Collapse 2/23/23
It’s just hawks and more hawks at the Fed now…so how much higher will rates go? How fast will the Fed get there? And what does it mean for the markets? We’ll debate. Plus, with the reopening underway, is now the time to invest in China? Foreign policy experts and investors disagree. We’ll speak to one long-time China watcher who really surprised us the last time he was on the show. And, natural gas prices have plunged since September. We look at what’s driving the declines and when consumers could see lower heating bills.
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
It’s just hawks and more hawks at the Fed now…so how much higher will rates go? How fast will the Fed get there? And what does it mean for the markets? We’ll debate.
Plus, with the reopening underway, is now the time to invest in China? Foreign policy experts and investors disagree. We’ll speak to one long-time China watcher who really surprised us the last time he was on the show.
And, natural gas prices have plunged since September. We look at what’s driving the declines and when consumers could see lower heating bills.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.