In this episode we discuss China’s August data, the UAW strike, India, and met coal. (10 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/R0RzRnoxOUVsRXd0ajZ0VjZDOEdGQ2lNWnluY3c0eEJpM0FoL2RFSTJRVGNXYmVHT2RmN3RuR2VQZk1BQW9wM0pKb2g2TFVUcUZ2VmxkbzZXcDlpYUE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0 ... Show More
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
Sep 2022
Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals
In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ... Show More
15m 47s
Oct 2021
An Update on BMO Equity Research’s ESG Initiative
In this episode of our podcast, we reconnect with Doug Morrow, Director, ESG Strategy, and get his view on today’s big ESG themes and an update on the research team’s ESG initiative. We cover the upcoming COP 26 and concerns about greenwashing, and review key findings from some o ... Show More
21m 10s
Dec 2021
Trading Spaces 12/06/21: Bond Volatility, Crypto Crash, Semis and the Latest on Cannabis Legislation with Brady Cobb
On this episode of Trading Spaces, Dan Nathan, Guy Adami, and Danny Moses discuss the volatility in the stock and bond markets, the crypto crash over the weekend, the reopening trade roaring back and semis at key inflection points. They are joined by cannabis industry insider Bra ... Show More
38m 34s
Mar 2024
Inflation, FED, Cryptos : LE Débrief Hebdo de la semaine !
Tous les matins en Podcast, je décrypte l'actualité économique, les marchés et Cryptos, et partage mes stratégies de Trading et d'Investissement.Des fois, les Samedis (OUI il FAUT QUE je relance ça ! ), l'Interview d'un expert ou d'un investisseur sur les marchés pour partager ex ... Show More
33m 41s