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.
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BMO Precious Metals Monitor: Squeezing Higher
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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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Re-thinking the Price Deck
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Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more
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Sep 1
Precious metals shine as markets open September
August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ... Show More
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Sep 18
Market Close: Stocks Higher, S&P 500 Index At Fresh All Time High, FTC & 7 States Sue Ticketmaster Parent Live Nation 9/18/25
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Feb 2025
Week Ahead: Fed minutes, RBA and RBNZ decisions in focus
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>After Powell and CPI data, dollar traders turn to Fed minutes. RBA to cut rates by 25bps, focus on forward guidance. RBNZ may opt for a third consecutive 50bps ra ... Show More
8m 26s