Welcome to this week's episode of The Week Ahead with Tony Nash. We have an exciting discussion lined up featuring three esteemed guests:

• Neely Tamminga - @NeelyTamminga
• Albert Marko - @amlivemon
• Tracy Shuchart - @chigrl
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In this episode, we look at key themes impacting global markets:

Small Business and Consumption
Neely Tamminga starts off with insights into small business optimism, which is paradoxically rising despite falling earnings. We explore the factors driving this optimism and how small business expectations may be shaping up, particularly around credit conditions. Neely also discusses the health of the U.S. consumer, discussing their spending patterns and the potential impact on the economy as we head into 2025. We’ll even touch on the luxury market.

Is Europe Hollowing Out?
Albert Marko examines the growing trend of German industry moving to China, highlighting the significant increase in German investment in China despite the current challenges in the Chinese economy. We’ll discuss why this is happening, especially in light of the risks globalization has presented in the past. Tracy Shuchart joins in to share her perspective on this issue, which has significant implications for Europe’s economic future.

Upstream O&G Deals
Tracy Shuchart rounds out the discussion with an analysis of recent upstream oil and gas deals, which are on track to surpass last year’s numbers. We’ll explore why these deals are happening now, particularly in a supposed “green new era,” and what this means for the energy sector moving forward.

Timestamps:
• 00:00-1:45 Intro & key topics
• 01:45-03:00 Viewer questions
• 03:00-11:15 Small business outlook
• 11:15-15:00 Small business and US elections
• 15:00-22:00 Inflation’s impact on small business, consumers & retail sales
• 22:00-29:00 US economy post election & price controls
• 29:00-34:00 Small business employment
• 34:00-44:00 Is Europe hollowing out?
• 44:00-47:00 Upstream O&G deals
• 47:00-48:00 Gold mining stocks
• 48:00-50:00 Luxury

This is the 115th episode of The Week Ahead, where experts talk about the week that just happened and what’s coming in markets. Join us for an in-depth analysis of these critical issues shaping the economic and geopolitical landscape. Don't forget to like, comment, and subscribe for more updates and insights!

Guests:
• Neely Tamminga - @NeelyTamminga
• Albert Marko - @amlivemon
• Tracy Shuchart - @chigrl

Host:
• Tony Nash - @TonyNashNerd

#WeekAhead #SmallBusiness #ConsumerTrends #EuropeEconomy #OilandGas #Markets #Economy #Investing #Geopolitics