episode 656: Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week
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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