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Francisco Blanche
Head of commodities and derivatives research at BofA Securities, offering analysis on gold, broader commodities dynamics, and oil market drivers.
Best podcasts with Francisco Blanche
Ranked by the Snipd community
Oct 24, 2025
• 44min
Inflation Cools, Metals Dip and the Christmas Countdown is on 10/24/25
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In this discussion, Krishna Guha, vice chairman at Evercore ISI, breaks down the recent cooler CPI print and its implications for Fed rate cuts while highlighting trends in corporate layoffs and labor markets. Barry Knapp from Ironside's Macroeconomics shares insights on inflation's impact on fiscal policy and his views on sector positioning, favoring cyclicals over tech. Francisco Blanche of BofA Securities analyzes the recent decline in gold's value and the oil market's dynamics, emphasizing the need for cautious investment strategies.
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