In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min
Click here for transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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
May 12
A Vulnerable China Comes to the Table
Over the weekend, top negotiators from the U.S. and China met for the first time since President Trump rapidly escalated a trade war between the world’s two economic superpowers.Keith Bradsher, the Beijing bureau chief for The New York Times, discusses the pressures facing China, ... Show More
31m 51s
Apr 2025
PDB Afternoon Bulletin | April 11th, 2025: China Signals No More Tariff Hikes After Latest Escalation & Bombshell Report Reveals The CCP's Role In Cyberattacks On US Infrastructure
In this episode of The PDB Afternoon Bulletin: First, an update on the ongoing trade war, as China hits back at Trump’s massive 145 percent tariff by hiking rates on U.S. goods. But officials with the CCP also signaled it will likely be their last escalation, saying they will ign ... Show More
16m 29s
May 2024
120 - The Forced Friendship: Russia's Uneasy Alliance with China
As economic sanctions continue to tighten their grip on Russia, the nation is forced to seek assistance from whoever it can, turning to China not out of mutual interest but as a necessity. Yet, this support comes at a steep price, heightening concerns in Moscow that it's inadvert ... Show More
1h 7m
Feb 2025
Alphabet Earnings Miss Estimates, China Launches Retaliatory Probe
On today's episode, we get a breakdown of Alphabet's earnings with Annabelle Droulers, Bloomberg Tech Correspondent in Hong Kong. This as the company also faces a probe from Chinese anti-trust regulators amid a fresh US-China trade war. Plus - a look at how America's new China ta ... Show More
14m 40s
Jun 2024
121 - Rare Earth Elements: The Futile Fight Against China
As the world pivots towards a green energy future, the dominance of rare earth elements has never been more crucial. Yet, while the West has been preoccupied with other geopolitical challenges, China has quietly taken control of this vital industry. This episode delves into the s ... Show More
1h 9m
Apr 2025
Holiday special: Driving toward a trade war with China
This week, EU Confidential is on a spring break — but with trade tensions between the U.S. and the rest of the world (China in particular) escalating, we thought it was the perfect moment to revisit a timely episode from our archives. As Trump’s new trade war heats up, with trip ... Show More
31m 33s
Mar 2025
Daybreak Weekend: CPI Preview, Reeves Statement, BYD Earnings
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PCE data, along with a look at the impact of tariffs on housing. In the UK – a preview of UK Chancellor Rachel Reeves’ spring s ... Show More
38m 36s