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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
内容由Tortoise Capital提供。所有播客内容(包括剧集、图形和播客描述)均由 Tortoise Capital 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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Artwork
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Manage episode 347020421 series 1401895
内容由Tortoise Capital提供。所有播客内容(包括剧集、图形和播客描述)均由 Tortoise Capital 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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