In this short (11 min) podcast we discuss China’s minor metals export bans, the latest on stimulus, plus recent price forecast changes.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/LzJwaWRMbTdpeFY4ZmZHVE56RHhvVEZQVXNJOVlUYzAxeGEzajFsd0tvS2puaWdwSy95bkQ3SVhpWDJLMjJXWFFWRDJXNjRrT21PY3E3TXMxTmd6dmc9PQ2.PDF
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Nov 21
Delving Into the Macro
In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development.
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38m 41s
Oct 3
Re-thinking the Price Deck
This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for pric ... Show More
25m 45s
Oct 2023
Is China a bargain right now?
<p>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 geopol ... Show More
18 m
May 2024
Trump Hush Money Trial Closing Arguments
<p>Featuring:</p> <p>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.</p> <p>Saira Malik, CIO of Nuveen discusses the latest movers on the markets.</p> <p>Charlie ... Show More
23m 54s
Aug 2023
The central bankers’ rodeo
<p>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 lon ... Show More
17m 43s
Jan 2024
Stock markets in a hangover mood - and the Fed offers no medicine
<p>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 la ... Show More
11m 26s