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?

<ul><li>Discussion on gold rates above 1700 and potential drivers</li><li>Analysis of US energy and mineral policies under different administrations</li><li>Impact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on gold rates above 1700 and potential driversAnalysis of US energy and mineral policies under different administrationsImpact of US-China trade relations on base metals and agricultural markets, including potential tariff escalations and trade disruptions.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

<ul><li>Gold seen as a safe haven and store of value amidst diversification away from the dollar</li><li>Concerns about potential election outcomes and fiscal deficit driving urgency to own gold</li><li>Bullish outlook for gold and silver, with attendees predicting high prices in the near future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold seen as a safe haven and store of value amidst diversification away from the dollarConcerns about potential election outcomes and fiscal deficit driving urgency to own goldBullish outlook for gold and silver, with attendees predicting high prices in the near futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Gold gains as upcoming US election restokes the “debasement trade”

Podcast series by Dean Curnutt, Alpha Exchange

Alpha Exchange

Podcast series by Dean Curnutt

The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cycles, promoting a better understanding among listeners as to how prior periods provide important context to present day dynamics. The “price of risk” is an important topic. Here we engage experts in their assessment of risk premium levels in the context of uncertainty. Is the level of compensation attractive? Because Central Banks have played so important a role in markets post crisis, our discussions sometimes aim to better understand the evolution of monetary policy and the degree to which the real and financial economy will be impacted. An especially important area of focus is on derivative products and how they interact with risk taking and carry dynamics. Our conversations seek to enlighten listeners, for example, as to the factors that promoted the February melt-down of the VIX complex. We do NOT ask our guests for their political opinions. We seek a better understanding of the market impact of regulatory change, election outcomes and events of geopolitical consequence. Our discussions cover markets from a macro perspective with an assessment of risk and opportunity across asset classes. Within equity markets, we may explore the relative attractiveness of sectors but will NOT discuss single stocks.

<ul><li>Option prices are a valuable tool for studying market trends and risk premium</li><li>Gold's unique properties make it a valuable asset for portfolio diversification and defense against government chaos</li><li>The oil VIX index, OVX, provides insights into market risk and volatility in the oil market, with potential implications for broader market trends</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Option prices are a valuable tool for studying market trends and risk premiumGold's unique properties make it a valuable asset for portfolio diversification and defense against government chaosThe oil VIX index, OVX, provides insights into market risk and volatility in the oil market, with potential implications for broader market trendsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

<ul><li>S&amp;P 500 futures down 33 basis points, showing signs of exhaustion</li><li>US dollar index up 67 basis points, driven by euro reversal</li><li>China's unexpected outperformance in equities may be linked to US stimulus actions and coordination</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

S&amp;P 500 futures down 33 basis points, showing signs of exhaustionUS dollar index up 67 basis points, driven by euro reversalChina's unexpected outperformance in equities may be linked to US stimulus actions and coordinationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

United States

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

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Gold (GOLD 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

Global Commodities: 2024 US Election Watch—Cutting Through the Noise

The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...

At Any Rate

Global Commodities: Gold gains as upcoming US election restokes the “debasement trade”

Gold and silver are seen as safe haven investments amidst diversification away from the dollar, with a bullish outlook for both metals despite...

At Any Rate

Option Prices are Singing

An analysis of option prices in markets like gold and oil can provide valuable insights into market conditions and help investors manage risk...

Alpha Exchange

MacroVoices #448 Luke Gromen: Why the Gold Recycling Trade is Accelerating

The financial markets are experiencing mixed movements with S&P 500 futures and gold contract down, US dollar index and WTI crude oil contract up,...

Macro Voices

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