Amrith Ramkumar

speaker

860 appearances 16 recordings 1 series first heard May 2018 last heard Sep 2021

Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Stocks, Commodities Moving in Lockstep: A Red Flag · 26 Oct 2018 podcast

And the big overlying theme, again, is when all of these things are moving together, people think that the fundamental global economic worries that have been out there for a while are kind of intensifying, and that's why we're seeing just deep risk aversion again. voice-verified

That's a really good question. voice-verified

So the GSEI index I mentioned is very heavily weighted toward energy, so oil and other energy commodities. voice-verified

But it is a little bit tricky. voice-verified

I would say, generally speaking, the answer is yes. voice-verified

So we've seen that oil has been falling a lot, and people have been saying in the oil market that voice-verified

There are, yes, signs of increasing supply, which is fundamental, but also just signs on these days where everything is going down that oil is falling a lot more also. voice-verified

A few days ago, for example, oil was down something like 4% in source day since July, and things like that have been happening with increasing frequency across commodities. voice-verified

So a lot of the metals, for example, were already so beaten down that when these things happen, again, people are inclined to sell. voice-verified

And that's really the worrying sign that people aren't really looking at the fundamentals again to some analysts. voice-verified

Right, and the flip side is also true, right? voice-verified

Today is Thursday, and we're seeing a big rally across all these risky assets again, generally. voice-verified

I think that's the idea that like you mentioned hold on to your seats because when you come in on any given day when markets are like this you could see outsized moves in either direction and those moves can reverse as the day goes on so voice-verified

That's, again, why the higher correlations are worrying, because there aren't pockets of stability as much, even with all this earnings and economic data. voice-verified

We've seen a lot of people, again, coming into this earnings season earlier in October, people had said, okay, but once we get solid earnings data, the market might calm down. voice-verified

And this is, again, kind of a sign that that hasn't really happened. voice-verified

This might be a bit more of a protracted period of weakness than what we saw in February. voice-verified

Yeah, thanks so much for having me. voice-verified

WSJ Your Money Briefing · Buybacks 'Blackout' Could Invite Market Volatility · 19 Sep 2018 podcast

Right. matched

And I think, like you said, the context is very important. matched

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