China’s Conundrum and what it means for Commodities (Huw McKay)

We’re excited to share our conversation with Huw Mackay, former BHP chief economist.

Huw is a leading economist and strategist with deep insight into China, global macroeconomics and commodities. We invited him on the show so we could learn about the headline grabbing China stimulus, the challenges facing the world’s 2nd largest economy, the ramifications for commodities and Australia, as well as metals with intriguing set-ups, the de-globalisation trend, gold buyers and more. 

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(0:00:00)Introd

(0:01:50)China stimulus

(0:15:18)Chinese housing crisis

(0:24:37)Chinese equity rally

(0:31:24)Plateau of crude steel production

(0:39:35)Ominious signs for ASX iron ore players?

(0:51:37)Lessons from commodity forecasting 

(1:02:29)The copper set up

(1:10:47)Other interesting setups

(1:21:24)De-globalisation & inflation

(1:29:04)Cent