Making a Drama Out of a Steel Crisis

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. Click her ... Show More

In this week’s Metal Matters, we re-cap on our key take-aways from LME week, discuss the correction in precious metals, and shift the spotlight over to China’s recent economic data and expectations for the next 5-year plan. Click here for transcript BMO clients can view our repor ... Show More

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

<p>This is the <a href="https://fearandgreed.com.au/">Fear and Greed</a> Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.</p> <ol> <li><strong>ASX flat, but down for week</strong></li> < ... Show More

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

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 look at U.S eco data and bank earnings next week. In the UK – a focus on a UK asset slump and what may come next. In Asia – a look at BYD and the EV s ... Show More

<p>Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethano ... Show More

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Metals & Mining Reporter Joe Deaux discusses President Trump's plans to impose 25% tariffs on all US imports of steel and aluminum, applying to shipments from all countries, including major suppl ... Show More

<p class="p1">MacroVoices Erik Townsend &amp; Patrick Ceresna welcome back, Louis-Vincent Gave. They discuss how rate cuts are likely by year’s end, the USD outlook, precious and base metals, uranium miners, China’s long-term energy policy and what this all means to the global ec ... Show More

As geopolitical tensions persist, global trade dynamics are becoming increasingly complex—and many leaders find themselves on tenterhooks. On this episode of The McKinsey Podcast, Cindy Levy and Shubham Singhal, two global coleaders of McKinsey’s geopolitics work, join Global Edi ... Show More

<p>Featuring:</p> <p>Joe Deaux, Bloomberg Metals &amp; Mining Reporter, joins us to discuss the latest on Nippon Steel's deal with US Steel.<br>Steven Sun, Head of Research at HSBC Qianhai, sits down with us in Hong Kong to talk about China's economy. <br>Prashant Bhayani, Asia C ... Show More

On today's episode, Bloomberg's Michael Heath discusses the latest on planned discussions between Russia and the United States to bring an end to the Russia-Ukraine War. Fred Neumann, Chief Asia Economist at HSBC, shares his market outlook amid boiling global trade tensions. Plus ... Show More

<p>Market Turmoil &amp; Economic Uncertainty: A Deep Dive into Non-Farm Payroll Report and Fed Policies</p><p><br></p><p>In this episode, we explore today&#39;s weaker-than-expected non-farm payroll report and its impact on the markets. Despite a brief improvement in stock indice ... Show More