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Welcome to “The Week Ahead” with your host, Tony Nash! In this episode, we engage in thought-provoking discussions on a range of critical topics:

1. Price Disinflation Recession: Our expert panel, featuring Seth Golden, challenges conventional wisdom by analyzing the rise in manufacturing volumes and its implications for the economy. Are we on the cusp of a period where valuation multiples could expand once again?

Also, discover differing perspectives on inflation and disinflation as our panelists share their views on the deceleration of inflation rates and concerns about wage inflation and political policies. Explore the impact of interest rates on the housing market and the potential for lower prices due to disinflation. We also shed light on the critical role of diesel prices in the economy.

2. Crude Tumbling: This discussion, led by Tracy Shuchart, dissects the secondary impacts of rising gas prices and the global dynamics affecting fuel prices. Stability in oil prices becomes a focal point as we examine the intricate interplay of factors like global demand and export policies. Comparisons are drawn between OPEC’s influence on energy markets and the Federal Reserve’s impact on equities.

3. DC Drama & Markets: Albert Marko led this discussion and he doesn’t shy away from discussing the lack of unity within political parties and the need for stable economic and fiscal policies. The panel raises concerns about wealth accumulation among politicians and calls for a reevaluation of the system.

The discussion also touches on the significance of the Speaker of the House in US politics and potential candidates for the role. Learn why an efficient speaker is vital for the productivity of the legislative body as we wrap up our discussions.

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This is the 83rd episode of The Week Ahead, where experts talk about the week that just happened and what will most likely happen in the coming week.

Watch this episode on Youtube: https://youtu.be/c_emz90q-AA