Ed Moya, Chief Market Strategist at OANDA, joins us to recap the potential that we’ve seen peak positive economic data from January, which was announced in February, and how that may affect the outlook on economic growth, Fed policy, and market reactions in the US general equities, bonds, and commodities.
After recapping the recent data and how the market is positioning, we discuss what the economic health of the US and global economies really are. We ask Ed if a further recession is still on the table for later this year, or if we are not going to get any kind of economic landing at all, and if the markets are just going to keep flying higher? We discuss the potential for the markets to bifurcate into some sectors doing well, while others may be in contractive territory We then wrap up with a review of the oil and natural gas space and the over health and supply demand picture in the energy sector.
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