Key of the day: America wants Putin on the table, Republicans are ahead and Morgan no longer sees a recession
The United States is already asking Ukraine to allow Vladimir Putin to come to the table with the intention of ending what is happening in the Ukraine war. This is what we see with Jose Antonio Wisner in today’s Keys, November 7. This will include a ceasefire option. There is also talk of the possibility that the Blue Helmet may intervene to mediate between the two countries. It will change the market picture from what we have seen so far by turning to a key theme: energy. Added to this, this week’s midterm election in the United States, which brings a favorable perspective for Republicans, at least in the Senate, could complicate things for Joe Biden—as well as the data we expect. Let’s do what happens with the CPI in a North American country and interest rates in this context. And, in all this context, what does the dollar do?
From a stock market perspective, we entered the fastest period of legislature in the second quarter of the third year of government in the United States by an average known since the 1950s. We also see how there is disagreement among some analysts about the risk of a recession: Morgan Stanley no longer forecasts it for 2023, despite the occasions on which we’ve seen it forecast it.
In Keys to the Climate Summit, we look at how developing countries try to make the most developed countries pay for what they see as a climate disaster, while the emphatic absence of Larry Fink, Xi Jinping or Greta Zurberg speaks to this. points to a stupendous failure. meeting.
Today we also see graphically how the fallacy of modern monetary theory that now leads us to tensions in the bond market. Italy and Spain are at the center of the problem in Europe: although the most visible is Italy, Spain has a productivity problem that could lead us to a decade-long economic stagnation.
Finally, once again with Russian oil: we look at Greece’s position with respect to crude oil purchases from this country amid sanctions and how it is going to evolve in the face of winter, also for the United States and Price is concerned with respect to limits.
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00:00 The United States is asking Ukraine to allow Vladimir Putin to sit at the table
05:00 Chart: We entered the second quarter of the third year of government in the United States, the fastest period of legislature
09:00 Looking at the Medium Term: Various Potential Scenario and the Dollar
15:00 What happens to CPI and interest rates in the United States this week
20:00 Twitter: Layoffs and “un-layoffs” and CNN assures Twitter delays new payment plan for verified accounts until after election
22:00 The failure of the climate summit
26:00 Graph that confirms debt levels are pre-Covid19
31:00 Banks will have to start buying up a huge amount of state debt: who pays for the party?
34.00 Southern Europe’s “no growth”: Italy is worse, but Spain has productivity problems
37:00 Chart: Euro is falling despite tough ECB. the fundamental key is in the energy
38:00 Graph showing the volume of oil tankers leaving Russia and the famous unknown: Greece and Turkey lead
Most of the global growth is explained by Greece
42:00 The graph that shows it is wrong that inflation starts in March 2022
44:00 The graph that highlights the Fed: This is what they were thinking before inflation hit