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Watch the webinar
“This open forum allows our strategists and traders to engage directly with experts, gaining real-time insights on market trends.”
Aldo Spanjer
Commodity Strategist, BNP Paribas
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Synopsis
This comprehensive macro and commodities webinar examines how policy shifts and economic transitions are driving volatility across global commodity markets. This analysis provides essential insights for commodity traders, portfolio managers, policy analysts, and supply chain professionals navigating the intersection of macroeconomic policy and commodity market fundamentals.
What you'll learn
- Where is the US economy heading in the second half and what are the potential impacts of the recent passage of the "Big Beautiful Bill"?
- Has the Chinese investment-heavy growth model shown signs of easing amid Trump tariff policy?
- Are speculators rebuilding length in energy and metals? What is the current state of positioning across these sub sectors?
- What are the price and positioning implications for soybeans as US exports to China come to a halt in the 2025/26 season?
- How is mounting supply uncertainty reshaping copper fundamentals?
Meet the speakers
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