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Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week

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Manage episode 347020421 series 1401895
Indhold leveret af Tortoise Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tortoise Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:

  • Two primary forces that drove macro news: the Fed and China
  • Tuesday’s election not producing the expected red wave- and the market doesn’t like surprises
  • Better-than-expected CPI results on Thursday
  • China’s developing plan to lighten up its zero Covid policy in 2023, which should be positive for energy demand

Download Transcript

  continue reading

484 episoder

Artwork
iconDel
 
Manage episode 347020421 series 1401895
Indhold leveret af Tortoise Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tortoise Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:

  • Two primary forces that drove macro news: the Fed and China
  • Tuesday’s election not producing the expected red wave- and the market doesn’t like surprises
  • Better-than-expected CPI results on Thursday
  • China’s developing plan to lighten up its zero Covid policy in 2023, which should be positive for energy demand

Download Transcript

  continue reading

484 episoder

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