Ep 346 | The week ahead - Markets to keep grappling with Middle East uncertainty | Craigs On Point

Описание: Episode 346 | The week ahead - Markets to keep grappling with Middle East uncertainty
On Point with Craig's Investment Partners

In this week’s episode, Mark Lister, Investment Director at Craig’s Investment Partners, reviews a volatile week across global financial markets as geopolitical tensions in the Middle East pushed oil prices sharply higher and triggered a risk-off mood among investors.

Mark explains how global sharemarkets fell across the board, with the S&P 500 posting its weakest week since October and international markets such as Europe, Japan, and emerging markets declining even more sharply. Despite the pullback, many markets remain positive for the year, highlighting how strong the earlier rally had been.

He also discusses the dramatic surge in oil prices, which recorded the largest weekly gain in the history of US oil futures, and why that has sparked concerns about inflation and central bank policy. Rising energy prices have already led markets to scale back expectations for interest rate cuts in the US and even price in the possibility of another rate hike in Europe.

Mark reviews key economic data from the United States, including the latest ISM activity indicators and a mixed jobs report, before turning to strong dairy prices in New Zealand and what they could mean for the local economy.

Looking ahead, he outlines the major events investors will be watching this week, including US inflation data, the upcoming Federal Reserve meeting, New Zealand economic releases, and the ongoing geopolitical situation in the Middle East.

Here’s what’s covered:
Global markets fall amid geopolitical tensions
Oil prices surge to multi-year highs
Why investors are reassessing rate cut expectations
US ISM data and what it says about economic activity
A mixed US jobs report and labour market signals
Dairy prices surge again in New Zealand
Key events to watch this week including US inflation data
The upcoming Federal Reserve meeting and market expectations

Chapters / Timestamps:
00:00 – Intro and disclaimer
00:47 – Global markets fall on risk-off sentiment
01:25 – Performance across major sharemarkets
02:45 – Portfolio positioning and speaking with advisers
04:25 – Oil prices surge and inflation concerns rise
05:35 – Interest rates move higher globally
06:15 – US ISM manufacturing and services data
07:35 – US jobs report and labour market signals
08:40 – Strong dairy prices in New Zealand
09:45 – Middle East tensions and energy markets in focus
10:25 – US CPI and PCE inflation reports ahead
11:15 – Federal Reserve meeting next week
11:40 – New Zealand data, politics and housing updates
12:10 – Earnings to watch and Warriors wrap-up

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