Tortoise Quicktake Podcasts
Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:06:59
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In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Two primary forces that drove macro news: the Fed and ChinaTuesday’s election not producing the expected red wave- and the market doesn’t like surprisesBetter-than-expected CPI results on ThursdayChina’s developing plan to lighten up its zero Covid policy in 2023, which should be positive for energy demandDownload Transcript