Weekend Show – Market Impacts When Comparing US Economic Data To The Rest Of The World and Oil’s Breakout
Welcome to The KE Report Weekend Show. On this Weekend’s Show we are featuring Jesse Felder and Dan Steffens. We start of with a focus on economic data out of the US compared to other major developed economies and on the back end of the show it’s all about energy and the breakout in oil.
Next week Shad and I will be at the Beaver Creek Conference in meetings pretty much all day everyday so there will be limited postings throughout the week. We will be meeting with a lot of resource companies so if there are any companies you would like us to chat with or any questions for companies you would like us to relay please email us. Our email addresses are Fleck@kereport.com and Shad@kereport.com.
- Segment 1 and 2 – Jesse Fedler, Founder and Editor of the Felder Report kicks off the show by comparing recent US economic data to data out of Europe and China. This leads into what central banks are doing with monetary policy and how it filters through to the markets. A focus is placed on the under performance of real assets to financial assets.
- Segment 3 and 4 – Dan Steffens, President of the Energy Prospectus Group wraps up the Weekend Show by recapping the macro drivers behind the oil price breakout. We also focus on 2 companies that Dan sees great upside in; Baytex Energy and Hemisphere Energy.