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
To ... Show More
Oct 30
Metal Matters: Super El Niño is here; what should investors be watching for? (31 min)
Helen Amos is joined by Doug Morrow, BMO’s Sustainability and Thematic Research Analyst, to discuss market risks and opportunities around the unfolding “super” El Niño, expected to be the strongest one ever seen, with an unusually high level of conviction from scientists. They di ... Show More
31m 34s
Oct 2
Metal Matters: Talking AI in Mining With McKinsey (Part 2)
In the final part of this special series on how AI is changing mining, Helen continues the discussion with McKinsey’s mining and AI experts Sean Buckley and Cris Cunha. They discuss how AI is shifting operating decisions from reactive to proactive, compressing response times, and ... Show More
43m 8s
Aug 2023
A Primer on China's Current Economic Turmoil
China has posted some troubling economic data of late, leading many macro commentators to call attention to the concerning developments. In today's episode, NLW provides a primer on the past few years of wobbles, issues in the real estate sector, and the CCP's lack of good option ... Show More
17m 46s
May 2023
Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
Learn more about ... Show More
8m 28s
Feb 2022
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets. Learn m ... Show More
23m 9s
<p>Today's Post - <a href="https://bahnsen.co/4gJcvvo">https://bahnsen.co/4gJcvvo</a></p>
<p>China's Market Shift and Economic Challenges</p>
<p>In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnse ... Show More
