The Cycle Is Coming with Helima Croft
July 3, 2024
Guy Adami is off for the week so it's just Dan Nathan and Danny Moses left to delve into the latest market trends. After the break, the guys are joined by Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, who shares her expertise on commodity market volatility, OPEC negotiations, and global factors influencing oil prices. The discussion also covers Federal Reserve Chair Powell’s comments on inflation, bank earnings, and the effects of Middle Eastern geopolitical tensions on the energy sector. The episode explores intricate dynamics involving Iran and Russia, potential changes in U.S. administration policies, and the ramifications for energy stocks and major tech and retail companies amid current economic conditions.
Timecodes
00:00 - Welcome to On the Tape Podcast
01:30 - Market Volatility and Fed Chair Powell's Speech
02:18 - Analyzing the Upcoming Jobs Report
05:55 - Bank Earnings and Market Sentiment
10:40 - Tech Stocks and AI Developments
18:20 - Retail Giants: Walmart and Costco
23:03 - Apple's AI Ambitions and Market Position
29:25 - Tesla's Q2 Deliveries and Market Reaction
36:00 Helima Joins The Pod
42:25 - Oil Market Dynamics and Geopolitical Factors
50:32 - US Energy Policy and Global Implications
56:33 - Iran and Middle East Tensions
01:08:00 - Russia's Energy Strategy
