

Surveillance: $100 Oil with JP Morgan's Malek
Sep 22, 2023
Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near disruptive levels. Saira Malik, Nuveen CIO, challenges the soft landing narrative. Janet Henry, HSBC Global Chief Economist, discusses China's economic stability and recovery, as well as the evolving narrative of Hong Kong in the financial sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Political Impact on Crude Production and Oil Prices
03:41 • 5min
Tactical Positioning in the Commodity Market and Financial Market Opportunities
08:16 • 2min
Foreign Exchange Market and Currency Values
10:34 • 15min
Unrelated Conversation and Sponsor Mentions
25:42 • 2min
China's Economic Stability and Recovery
27:52 • 8min
Exploring the New Hong Kong and its Role in the Financial Sector
35:50 • 3min