Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul><li>Gold benefitted from the run-up to the election, but took a hit after the results</li><li>Base metals, particularly copper, saw volatility post-election due to tariff concerns</li><li>Aluminum may outperform due to tight fundamentals and cost pressure, mitigating potential downside from CNY weakening.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold benefitted from the run-up to the election, but took a hit after the resultsBase metals, particularly copper, saw volatility post-election due to tariff concernsAluminum may outperform due to tight fundamentals and cost pressure, mitigating potential downside from CNY weakening.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: What’s Next for Metals After a Trump Election Victory?

Breaking Down the Mining News of the Day, Money of Mine

Money of Mine

Breaking Down the Mining News of the Day

An ex-underground miner, an ex-investment banker, and an ex-equity research guy breaking down the mining news of the day. It's a bit of entertainment, information, and occasionally some alpha.

<ul><li>Hugh Mackay provides insights into the future of iron ore, copper, and steel dynamics</li><li>China's recent stimulus announcement and its impact on global commodity markets</li><li>Challenges faced by Chinese authorities in addressing deflation and household sector confidence.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Hugh Mackay provides insights into the future of iron ore, copper, and steel dynamicsChina's recent stimulus announcement and its impact on global commodity marketsChallenges faced by Chinese authorities in addressing deflation and household sector confidence.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

What China’s trajectory mean for commodities (Huw McKay)

<ul><li>Recent policy changes in China have sparked a surge in commodity prices and stock markets</li><li>China's focus on stimulating the real economy over asset prices sets them apart from Western policies</li><li>Chinese government has implemented measures such as interest rate cuts and lower bank reserve requirements to boost liquidity and investment</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Recent policy changes in China have sparked a surge in commodity prices and stock marketsChina's focus on stimulating the real economy over asset prices sets them apart from Western policiesChinese government has implemented measures such as interest rate cuts and lower bank reserve requirements to boost liquidity and investmentThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Commodity markets are down despite stimulatory measures from China, with oil prices falling due to increased supply from Libya and OPEC plus alliance</li><li>China's demand outlook for oil remains steady, with forecasts for oil demand growth unchanged despite stimulus measures</li><li>Base metals, particularly copper, have seen a price increase due to stronger demand impulses from China, with bullish outlook and potential upside risks for the first half of 2025</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Commodity markets are down despite stimulatory measures from China, with oil prices falling due to increased supply from Libya and OPEC plus allianceChina's demand outlook for oil remains steady, with forecasts for oil demand growth unchanged despite stimulus measuresBase metals, particularly copper, have seen a price increase due to stronger demand impulses from China, with bullish outlook and potential upside risks for the first half of 2025This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Commodities: Everything Everywhere All at once

Hot Topics in Global Metals & Mining Each Week, BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

Hot Topics in Global Metals & Mining Each Week

Featuring Colin Hamilton, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

Thematic (Sector/Industry)

<ul><li>Copper smelters are struggling for profitability but output is still rising, creating a relative concentrate imbalance in copper and zinc.</li><li>Zinc mine output has declined year on year, leading to a tightness in concentrate supply and challenges for smelters.</li><li>The electric vehicle market is facing challenges due to high costs and lack of policy support, especially in OECD markets, while China has a significant lead in the industry with lower costs and established supply chains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Copper smelters are struggling for profitability but output is still rising, creating a relative concentrate imbalance in copper and zinc.Zinc mine output has declined year on year, leading to a tightness in concentrate supply and challenges for smelters.The electric vehicle market is facing challenges due to high costs and lack of policy support, especially in OECD markets, while China has a significant lead in the industry with lower costs and established supply chains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

United States

Copper is a chemical element with symbol Cu (from Latin: cuprum) and atomic number 29. It is a soft, malleable and ductile metal with very high thermal and electrical conductivity. A freshly exposed surface of pure copper has a reddish-orange color. It is used as a conductor of heat and electricity, as a building material and as a constituent of various metal alloys, such as Sterling silver used in jewelry, cupronickel used to make marine hardware and coins and constantan used in strain gauges and thermocouples for temperature measurement.

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Copper (COPPER COMDTY)

Global Commodities: What’s Next for Metals After a Trump Election Victory?

Summary: Gold saw fluctuations leading up to and post-election, while base metals faced volatility due to tariffs and Chinese stimulus concerns,...

At Any Rate

What China’s trajectory mean for commodities (Huw McKay)

Hugh Mackay discusses the impact of commodities on the economy, particularly in relation to China's recent stimulus package and challenges with...

Money of Mine

Commodities Rip Higher on China Stimulus

China has implemented major measures to stimulate its struggling economy, which has led to strong performances in the Shanghai and Hong Kong stock...

Money of Mine

Global FX and Commodities: Everything Everywhere All at once

The bazooka stimulus in China has impacted oil, ag, and gas markets, with crude oil prices dropping due to expectations of increased supply, while...

At Any Rate

Adjusting the Battery Blinkers

Despite challenges in the metal industry, such as declining zinc mine output and low operating rates at galvanizing producers, the transition to...

BMO Equity Research Metal Matters

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