FTX, crude & crypto, CPI & inflation: The Week Ahead - 14 Nov 2022

Emma Muhleman and Boris Ryvkin join us for this Week Ahead episode, with Albert Marko. We talk about FTX and why it happened. FTX transferred about $8 billion of customer deposits to a trading arm called Alameda, and they lost it. FTX was assumed to be a regulated institution. It wasn’t. So the customer deposits evaporated.There was a desperate attempt to merge with Binance. That didn’t happen.FTX filed Chapter 11 on Friday, and then Sam Bankman-Fried apologized as if that just absolves him and makes everything better. Albert helps us understand what happened here and what it means not just for Sam, but for markets.We also saw some selling in crude markets as FTX collapsed. Emma talks us through that and tells us how long the crypto unwinds will impact commodity markets.Boris talks us through the CPI print because it seems the rate of rise of CPI slowed, and it feels like it overrode the FTX worries and there was this huge cyber relief in markets for the past couple of days that we’ve conquered inflation. And the Feds only going to raise by 50 in December, and then after that, we have some 25s.Key themes:<br/>1. Why the FTX happened?<br/>2. Crude & Crypto Correlation?<br/>3. CPI Print: Inflation Solved!<br/>4. What’s up for the Week Ahead?<br/><br/><br/>Learn more about CI Futures, a machine-learning markets forecasting platform. <br/><br/>Follow The Week Ahead panel on Twitter:<br/>Tony: https://twitter.com/TonyNashNerd<br/>Albert: https://twitter.com/amlivemon<br/>Emma: https://twitter.com/EmmaCFA1<br/>Boris: https://twitter.com/BRyvkin<br/><br/>Watch this episode on Youtube: https://youtu.be/2WuxxoDpYo4<br/><br/>Time Stamp:<br/>0:00 Start<br/>1:50 Why FTX happened? What does it mean for markets?<br/>4:21 Jon Corzine and Sam of FTX?<br/>5:59 What do these all mean for crypto in general?<br/>7:50 Are there other crypto players that will most likely fail like FTX?<br/>14:04 Crude and crypto correlation<br/>18:22 CPI print: is inflation conquered?<br/>24:26 Yellen-Fed factor and layoffs<br/>28:06 Will there be a regulatory relief for energy?<br/>30:48 Is there pressure to have Russia-Ukraine peace?<br/>38:49 What's for the week ahead?