Saturday Oct 12, 2024

Weekend Show - Marc Chandler & Joe Mazumdar - Inflation Data And Market Recap, Critical Minerals Investment Thesis Changing

Welcome to The KE Report Weekend Show! This week gold, silver and the stocks rebound to end the week strongly. US markets were also up with the S&P at all time highs. The US Dollar was flat and the 10 year was slightly up. The main data out of the US was inflation data (CPI and PPI).

 

On the first half of this weekend's show we recap the inflation data, China's monetary policies and market moves. On the back half of the show we discuss the investment climate for critical minerals equities and silver plays in Mexico.

 

I hope all you Canadians have a very happy Thanksgiving and everyone in the U.S. a good Columbus Day!

 

  • Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market - Economic data recap (Inflation), the broader impacts of China's economic strategies on global markets, the continued strength of U.S. markets.
  • Click here to visit Marc’s site - Marc To Market. 

  • Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights - Key points include the moderated excitement around critical minerals, challenges for the EV market, China's role in critical minerals processing, and copper's significance in electrification despite supply challenges. He also examines recent M&A activity in the silver sector and the impact of Mexico's political landscape on mining investments.
  • Click here to visit the Exploration Insights website to follow along with Joe. 

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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.

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