Francisco Blanch

Francisco Blanch, Head of Global Commodities & Derivatives Research at Bank of America, dives into the shifting landscape of commodities amid growing equity uncertainty. He discusses the surging demand for gold fueled by geopolitical tensions and central bank purchases. The conversation highlights how proposed tariffs could impact the economy and drive investment strategies. With insights on the resilience of economic indicators and wealth management solutions, Blanch sheds light on navigating today's tumultuous financial terrain.

Nela Richardson, Chief Economist at ADP, shares insights on the labor market's strengths and weaknesses, emphasizing how recent inflation data could shape Fed policies. Francisco Blanch, Head of Global Commodities at Bank of America, discusses the implications of tariffs on commodity markets, particularly in light of President Trump's proposals. The conversation explores consumer inflation expectations, economic complexities, and the potential impacts on both equity and bond markets amid ongoing geopolitical tensions.

Bob Michele from JPMorgan Asset Management suggests Fed may need to push the economy into recession before cutting rates. Bill Dudley criticizes the Fed's proposal to increase capital requirements for major banks. Greg Boutle explains why he abandoned his 11% drop prediction for the S&P. Francisco Blanch sees Brent Crude at $90 next year. Bhakti Hansoti compares Covid to the flu.