Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 49: Pulling Global Markets Together with Laurence Balanco, CMT

Fill The Gap: The Official Podcast of the CMT Association

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app