ENERGY DOC *NEW REVISED VERSION* Episode 3: S...

MacroVoices Erik Townsend & Patrick Ceresna welcome Brent Johnson. They discuss the dollar’s recent strength and Johnson’s longer-term bullish outlook, while allowing for a short-term pullback. They consider gold’s support level and the possibility of further declines if the doll ...  Show more

MacroVoices Erik Townsend & Patrick Ceresna welcome David Rosenberg. They discuss David Rosenberg’s view that energy shocks are unlikely to drive sustained inflation without wage growth, along with the Fed regime shift and higher real yields, potential midterm gridlock and Treasu ...  Show more

In this episode we discuss the impact of China’s State Grid’s new budget, new rebar standards, H1 trade and a special Olympics bonus section. 13 min Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-discl ...  Show more

Join Guy Ruddle and Co-host Marylis Ramos, Director in Savills Earth alongside: David Thomas, Director of Energy Procurement, Thomas McMillan, Head of Energy and Alexandros Chalkias, Sustainable Design Associate Director.Given the ongoing rising energy costs and cost-of-living cr ...  Show more

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In today’s episode for 5th December 2024, we try to understand the electricity woes facing our neighbouring country and also examine the viability of its clean energy transition.

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