The year is racing ahead, and markets are feeling every bump. Oil swung wildly last week after the U.S. operation in Venezuela, with Exxon saying the country was “un-investable” — only for Trump to push back. Energy ETFs fluctuated near record highs, crude tested key technical levels, but bullish bets remain historically low.
Meanwhile, Jerome Powell faces Justice Department scrutiny over Fed HQ renovations — though the real story is interest rates, not floors and ceilings. December’s U.S. jobs data was mixed, but equities shrugged off early hawkish worries as liquidity flow remains interesting for risk takers. If the Fed can’t follow economic data and inflation picks up, investors need assets that protect against rising prices: gold, commodities, inflation-linked bonds, dividend-paying stocks, and tech.
Watch the full episode to find out more!
Intro1:14 Oil markets update
3:21 Fed is under attack
4:31 US data: jobs & inflation
5:26 Liquidity is key!
6:33 US CPI in focus \
7:54 Appetite for Asian tech grows
