bullish

Delving Into the Macro

157 Views24 Nov 2025 13:08
Podcast
SUMMARY
  • Aluminium prices have been hitting three year highs and outperforming copper
  • China's five year plan emphasizes consumption and trade links, but there are concerns about economic slowdown
  • Chief economist Doug Porter discusses Fed funds rate and potential rate cuts, leaning towards a dovish view for 2026

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