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Macro Mondays
Macro Mondays #55 - What is China doing with all it’s copper?
Jul 1, 2024
The podcast discusses Biden's debate performance impact on markets, China's influence on exchange rates, global commodity trends, and economic indicators analysis. Also covers political debates, commodity trading strategies, and portfolio strategies.
38:18
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Quick takeaways
- Potential Biden debate fallout may impact financial markets, suggesting a Trump win.
- Global commodities affected by Chinese devaluations and low-duration economies' pass-through effects.
Deep dives
The Debate Performance Impact on Biden's Candidacy
The Democratic pundits expressed shock after Biden's weak debate performance, highlighting the danger of debates before the Democratic convention. The potential for Biden to step down due to performance concerns was raised, with financial markets indicating a likely Trump win.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode