
Episode 49: Pulling Global Markets Together with Laurence Balanco, CMT
Fill The Gap: The Official Podcast of the CMT Association
Navigating Emerging Markets and Global Commodities
This chapter explores the transition of emerging markets in the Middle East away from oil dependency towards consumer-driven sectors like technology and healthcare. It discusses the current challenges and opportunities in European markets, notably lacking a robust tech sector, and highlights promising areas within banking and luxury goods. The chapter also delves into the dynamics of global commodity markets, particularly oil and base metals, analyzing their performance and the interplay of economic indicators like inflation and treasury yields.
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