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The full transcript of this episode is found at https://www.completeintel.com/weekahead/the-week-ahead-21-mar-2022

This week, we saw a Fed rate rise, crude came back from the stratosphere, and Chinese equities came to life.

As we said last week:
- Sam said “watch the 5 and 7 year” bonds, where we saw serious action. - - Sam also said “grip it and rip it” with equity markets.
- Tracy said that dramatic spikes in crude markets were priced out of the market for now
- Albert called for a volatile week thru the Fed meeting, although we didn’t see the lows he’d expected.

Sam walked us through the Fed decision and what’s happening in the bond markets. He also explained a bit more about his “grip it and rip it” comment and where the leaves us.

LME is talking about banning Russian copper on the exchange. What does that mean for global copper markets, as explained by Tracy? We’re also coming off the nickel scandal at the LME. Are there bigger problems with at the LME – mixing politics with markets?

We saw China equity markets perk up this week. KWEB, the China tech ETF, is up over 40% since Monday. What happened, what is Albert watching and what’s coming for Chinese equity markets?

This is the 11th episode of The Week Ahead in collaboration of Complete Intelligence with Intelligence Quarterly, where experts talk about the week that just happened and what will most likely happen in the coming week.

Follow The Week Ahead experts on Twitter:

Tony: https://twitter.com/TonyNashNerd
Sam: https://twitter.com/SamuelRines
Tracy: https://twitter.com/chigrl
Albert: https://twitter.com/amlivemon

Time Stamps
0:00 Start
0:43 Last week recap
1:26 Fed's rate hike and the bond market
3:00 QT is happening in May?
4:18 What's the point of QT?
5:29 What's happening in the US equity markets?
7:30 $100 to $150 was spent to pump the market?
8:02 Impact on commodities with the rate hikes, QT, etc.
10:00 What "bullish on commodity" means?
10:52 LME to ban Russian copper? What it means for the global market?
12:21 Impact to LME's (and other exchanges') credibility.
16:04 Chinese equity market
17:57 Can we get broader on China market (not just real estate)?
19:10 China markets and the macro perspective
21:37 COVID Zero policy in China
22:55 What to expect for the week ahead?