In this short episode we discuss whether China’s July data might be as bad as it gets, China gold demand, ex-China indicators and BHP’s latest commodity outlook.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZHJjUVFMNWloMWdxd3BnRUh2YXFSV1NUdytBU3ZJdFY3VE1sUnJOTDVQVDBQeXhRTW92Tksrdlplby9SSGVhRlRNYmJzQmNVMHduY3gwc3hRQktXNHc9PQ2.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
Aug 2023
Money Clinic introduces Unhedged: 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
19m 39s