Dec 2024

Tariffs, Trepidation and Technology

In the final episode for 2024 we discuss BMO’s outlook for Metals & Mining in 2025, technology advances and the current situation in aluminium. Click here for report. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosu ... Show More

11m 23s

Dec 2024

What We Foresee for the Four C’s

In this episode we discuss China-U.S. friction in critical minerals, the 2025 outlook for copper, cobalt’s challenges and China’s Central Economic Work Conference. 12 min Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmar ... Show More

11m 45s

Nov 2024

Rebate and Recycle

This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling ( 14 min) Click here for transcript.

14m 9s

Sep 2021

Metal Matters: Conference Season Kicks Off

In this short (8 min) Metal Matters podcast we discuss the upcoming World Nuclear Association and Denver Gold conferences, the electric vehicle upgrade cycle and the impact logistical constraints may have on the wider metals cycle. Episode transcript: https://research-ca.bmocapit ... Show More

8m 18s

Feb 2023

Global Data Pod Research Rap: A new BoJ Governor and exiting YCC

Nora Szentivanyi is joined by Ayako Fujita and Benjamin Shatil to discuss the latest developments in the Bank of Japan’s path towards monetary policy normalization. We do not expect the new BoJ nominations to materially affect the timing of YCC removal which we still see taking p ... Show More

24m 45s

Oct 2023

Is China a bargain right now?

The CSI 300, which tracks the largest publicly traded companies in China, just fell to pre-pandemic lows, despite aggressive attempts by President Xi Jinping to prop up the market. The drags on equities include slowing growth, a crisis in the property market and notable geopoliti ... Show More

18 m

Aug 2023

China slows down

China’s economy has been growing faster than almost any other for a generation, so a slowdown is unfamiliar territory. Today on the show we look at three indicators — the CPI, exports and property sales — and try to understand why growth in China is finally slowing, and what it m ... Show More

18m 58s

Sep 2021

🧨 “Banned in China” — Firework’s $100M broccoli. Bitcoin’s grounded. Zuck’s burn book.

You’re grounded: China just all-out banned crypto-anything in China… but that could be good for crypto in the US. Firework is TikTokifying Albertsons’ grocery app because of “The 3 Vs.” And the WSJ’s Burn Book on Facebook deluge of negative press has them reversing the PR strateg ... Show More

17m 42s

Nov 2022

MacroVoices #351 Dr. Pippa Malmgren: Update on All Things Geopolitical

MacroVoices welcomes Dr. Pippa Malmgren to the show for an extended interview to discuss everything from the global conflict of superpowers and the proxy war in Ukraine, the scandals in cryptocurrency markets and what they will mean for the acceleration of central-bank digital cu ... Show More

1h 45m

May 2024

Trump Hush Money Trial Closing Arguments

Featuring: Bloomberg's Ed Baxter speaks with Hadriana Lowenkron, Bloomberg's White House and Politics Reporter, to discuss the latest updates on Donald Trump's hush money trial. Saira Malik, CIO of Nuveen discusses the latest movers on the markets. Charlie Ripley, Senior Investme ... Show More

23m 54s

Aug 2023

The central bankers’ rodeo

The central bankers of the world are just back from Jackson Hole, Wyoming, where they gathered to discuss the global economy. Two new papers dropped at the event, and together they say a lot about what worries policymakers: public debt and the Treasury markets. Also, we go long t ... Show More

17m 43s

Jul 2023

Asia-Pacific markets mixed after RBA keeps rates on hold

Asia-Pacific markets were mixed overnight as investors continued to assess the Reserve Bank of Australia's decision to keep interest rates on hold. China has decided to restrict exports of critical minerals and electric vehicle manufacturers had one of their best days yesterday a ... Show More

10m 31s

Jan 2024

Stock markets in a hangover mood - and the Fed offers no medicine

Equity markets continued to slide yesterday, with most markets posting negative performance for the day. Economic data pointing to some weakness in the US and China, as well as the minutes of the Federal Reserve's December meeting, have been the main talking points over the last ... Show More

11m 26s

Putting the Ge in Geopolitics