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Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023

Unusual Whales

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Energy and the Energy Complex - Is 2023 a Disinflationary Period?

2023 is very uncertain for energy prices because you're contrasting supplies high constraints with demand destruction. i think rush is going to have some trouble maintaining their current level of output given the withdrawal of western equipment. The typical recession does not actually reduce outright reduce energy use it just slows down the growth of energy use um and so that's a variable i think to consider when we model out what we're expecting for 2023 or or into the next year thank you lint joseph I saw you had your hand raised earlier okay yeahYeah, i'm modeling it very similar to that michael and gm essentially that 2023 is very uncertainty for energy prices as there's still been no structural

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