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Is It All Over for Energy Bulls?

Price action continues to reflect investors’ collective ambivalence about what comes next, with Wall Street warning of grim prospects for both stocks and growth in 2023. As Jason De Sena Trennert sees it, the “greatest risk to the economy and markets may be the Fed’s need to tighten more than risk markets anticipate.” That crude oil is probing near-term lows even as China eases some “COVID zero” restrictions is just one point of confusion. Trennert, the founder and CEO of Strategas Securities, joins Andreas Steno Larsen to break down what crude oil and other key markets are telling us right now, how inflation will become “sticky,” and why the Federal Reserve will have to go higher for longer. We want to hear from you too – please share your questions, comments, and suggestions! Editor’s Note: Our live chat feature remains unavailable as we upgrade our video player technology. We apologize for the temporary loss of function. But we assure you the upgrade will more than justify the wait. In the meantime, we will be monitoring the comments section. So, in addition to conversing with your fellow community members, please share your questions there.

Guest Name
Andreas Steno Larsen and Jason De Sena Trennert
Keywords Name
Economics, Cryptocurrencies, Trading, Interview, Finance, Investing
Show Name
Daily Briefing
Content role
Public
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