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Stock Market Turmoil, Commodities Prices, Inflation fears breakdown.

Summary:
In this video with Marc Chandler we talked about the geopolitical turmoil and the supply chain disrution as a result of the war in Ukraine. We talked about how war in Ukraine is disrupting the main products that are exported by Ukraine (agricultural products) and the products that are sold by Russia (especially natural gas and oil). We talked about the central banks policies responding the the higher inflation and higher commodities prices. We talked about the currencies that gained and lost most value. Later we talked about the markets that will gain the most out of this situation and the ones that will weaken. Marc Chandler's blog: http://www.marctomarket.com/ Marc Chandler's LinkedIn Profile: https://www.linkedin.com/in/chandlermarc/ #stockmarket #commodities #naturalgas 00:00 Intro

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In this video with Marc Chandler we talked about the geopolitical turmoil and the supply chain disrution as a result of the war in Ukraine. We talked about how war in Ukraine is disrupting the main products that are exported by Ukraine (agricultural products) and the products that are sold by Russia (especially natural gas and oil). We talked about the central banks policies responding the the higher inflation and higher commodities prices. We talked about the currencies that gained and lost most value. Later we talked about the markets that will gain the most out of this situation and the ones that will weaken.

Marc Chandler's blog: http://www.marctomarket.com/

Marc Chandler's LinkedIn Profile: https://www.linkedin.com/in/chandlermarc/





#stockmarket #commodities #naturalgas

00:00 Intro



01:40 ECB Meeting





06:40 Turmoil Winners and Losers

11:15 OPEC+ supply capacity

14:40 How oil prices effect inflation

15:50 ESG effects on oil production

19:20 Contagion Effect on companies exposed to Russia

22:40 Currency markets

26:20 Gold as a hedge?

26:40 Crypto as a hedge?

27:30 Is renewable energy a good bet?



30:10 Final thoughts

This video is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by us as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of opinion.

You should be aware of the real risk of loss in following any strategy or investment discussed in this video.
Marc Chandler
He has been covering the global capital markets in one fashion or another for more than 30 years, working at economic consulting firms and global investment banks. After 14 years as the global head of currency strategy for Brown Brothers Harriman, Chandler joined Bannockburn Global Forex, as a managing partner and chief markets strategist as of October 1, 2018.

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