logo
episode-header-image
Nov 21
38m 41s

Delving Into the Macro

BMO Capital Markets Equity Research
About this episode
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 here for transcript. To access our full disclosures, please visit: https://researc ... Show More
Up next
Oct 24
From London to Beijing
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
15m 8s
Oct 3
Re-thinking the Price Deck
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
25m 45s
Sep 19
Debating a New Up-Cycle
In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle. BMO clients can view our reports here: BMO Precious Metals Monitor: Poised for the CutPGMs: Picking th ... Show More
13m 48s
Recommended Episodes
Oct 22
China's five-year plan
China’s top policymakers are finalizing the next five-year plan for the world’s second-largest economy. Host Carmel Crimmins talks to Reuters Greater China bureau chief Kevin Krolicki on what to expect from a bureaucratic exercise that ripples around the world. Sign up for the Re ... Show More
37m 43s
Mar 2025
Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more
We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plus, take an inventory of tariff announcements, preview next week’s inflation readings, and reflect on recent equity market volatility ... Show More
14m 17s
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
10m 25s
Nov 7
Week Ahead: Strong dollar, UK GDP and AU jobs data in focus
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Dollar remains strong on hawkish Fed rate cut bets. UK data could impact December BoE rate cut chances. Decent AU jobs report could reduce the need of another RBA ... Show More
7m 31s
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
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger. Hosted by Simplecast, an AdsWizz company. See ht ... Show More
3m 57s
Aug 29
Wall Street Roundup: valuation concerns and uncharted waters
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises ... Show More
10m 59s
Feb 2024
Gold struggles as solid US data propel dollar higher
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Gold edges lower, dollar shines after another round of rosy US data. Australian dollar recovers on RBA decision and China stimulus hopes. Shares on Wall Street lo ... Show More
3m 44s
Apr 2025
Week Ahead: ECB set to cut, BoC might pause as Trump U-turns on tariffs
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>ECB is expected to trim rates, but the BoC might pause this time.  UK and Canadian CPI data also in the spotlight. Retail sales the main release in the United Sta ... Show More
10m 27s
Oct 2024
Daybreak Weekend: Netflix Earnings, ECB Preview, TSMC
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 ahead to U.S Retail sales and Netflix earnings. In the UK – a preview of next week’s ECB meeting. In Asia -  a look ahead to China trade data and ... Show More
39m 2s
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
Listen to millions of songs and podcasts on Anghami