Bear scare; Post-election rates, spending & taxes; NVDA & Tech; Russia, Iran & EU Energy

Welcome to this week's episode of The Week Ahead with Tony Nash. We have an exciting discussion lined up featuring two fabulous guests:

Jim Iuorio - @jimiuorio
Tracy Shuchart - @chigrl
________________________________________
Access AI-powered markets forecasts for free with CI Markets Free. Sign up here: https://completeintel.com/markets
________________________________________

In this episode, we look at key themes impacting global markets:

Bear Scare? Post-election Rates, Spending & Taxes
Jim Iuorio kicks off the discussion with insights into the current market conditions following a volatile week for the SPX. We discuss the potential market impact of post-election rates, spending, and tax policies under different candidates, and the outlook for commodities and equities.

NVDA & Tech
Jim and Tracy dive into Nvidia’s performance and how its trajectory differs from the broader tech market. They also explore the potential regulatory scrutiny from the DOJ and its impact on Nvidia’s strategy, the real vs speculative factors driving its stock price, as well as the reality of productivity changes that are possible through artificial intelligence (AI).

Russia, Iran & EU Energy
Tracy wraps up the episode by discussing global energy concerns. We examine the implications of Russian oil export reductions due to maintenance and how secretive traders, like ‘Hector,’ influence Iranian oil and global prices. Tracy also provides insights into Europe's energy strategy and the immediate supply risks facing European gas traders.

Timestamps:
• 00:00-1:00 Intro & key topics
• 01:00-02:00 Viewer questions
• 02:00-07:30 Bear market scare & market outlook
• 07:30-18:60 Impacts of unrealized capital gains
• 18:60-30:00 Fed, spending & inflation under Trump vs Harris
• 30:00-42:00 NVDA & tech
• 42:00-51:00 Russia, Iran & EU Energy

This is the 117th episode of The Week Ahead, where experts talk about the week that just happened and what’s coming in markets. Join us for an in-depth analysis of these critical issues shaping the economic and geopolitical landscape. Don't forget to like, comment, and subscribe for more updates and insights!

Guests:
• Jim Iuorio - @jimiuorio
• Tracy Shuchart - @chigrl

Host:
• Tony Nash - @TonyNashNerd

#WeekAhead #Fed #Inflation #OilandGas #Markets #USElection #Economy #Investing #Geopolitics #Taxes #Iran #Russia #NaturalGas #NVDA #Tech