Telltales
Telltales
E2127 - July 7, 2021
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E2127 - July 7, 2021

This week we discuss... 1. OPEC spat and oil pricing 2. Natural gas market update and thoughts on 3. Didi IPO and subsequent crackdown by Chinese regulators 4. China risks to big tech and semiconductor industries 5. Macro update - review of Federal Reserve actions and what's coming next

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