Goldman Sachs Exchanges Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
8 snips
May 25, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Great D-Stocking
02:25 • 3min
China's Weakness Is Derailing the Bullish Story
05:01 • 4min
The Global Manufacturing Cycle
09:00 • 3min
The Supply Side of OPEC's Cuts
11:48 • 4min
The June 4th OPEC Plus Meeting
15:35 • 4min
The Upside of Oil Prices in the Summer
19:45 • 3min
The Risks of a Recession
22:50 • 2min
Gold and the Fed's Recession Fears
24:28 • 2min
The Commodity Markets Tell Us About the Economy and Its Outlook
26:24 • 2min
Goldman Sachs Exchanges: The Markets
28:18 • 2min