এই এপিসোড সম্বন্ধে
The market is still working off the summer doldrums — thin, low-conviction trading — and this week's data did little to break the spell. The big commodity story this week was in Washington. On August 7th, the President convened a roundtable of mining executives at the State Department — Rio Tinto, BHP, Freeport, MP Materials among them — and rolled out more than two billion dollars in new critical-mineral deals alongside it. The framing was blunt — cut the dependence on China, and replenish the defense stockpiles drawn down during the Iran conflict. It's the clearest signal yet of just how much public capital is about to hit this space.
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অতীতের এপিসোডগুলি অনুসন্ধান করুন
Commodity Compass Weekly এর অতীতের এপিসোডগুলি অনুসন্ধান করুন।
এই পডকাস্টের অন্যান্য পর্বগুলি৷
This week brought the most substantive Iran deal developments since the conflict began. Axios, which hasbeen the primary source of White House leak intelligence throughout the Hormuz crisis, published a detailed walkthrough of the MOU text on Thursday night.According to a diplomat from one of the m…
The dominant force on the board this week didn't come from a commodity market at all — it came from the AI trade, and the doubt that suddenly crept into it.
On Tuesday, a wave of selling hit the semiconductor and memory names that have led this market all year. Micron fell double digits, Marvell, S…
Kevin Warsh held his first press conference as Chair of the Federal Reserve, and he used the debut to push back against the market's expectation of summer rate cuts. The read coming out of that room was unmistakably hawkish — a Fed in no hurry to ease, signaling that it intends to keep policy tight…
This week's defining event arrived not from the strait but from the negotiating table. Reports of a U.S.-Iran memorandum of understanding on a framework for talks set off the mostsignificant single-week oil price decline since this crisis began — WTI broke below one hundred dollars for the first ti…
Friday's May employment report landed above expectations across the board — stronger job creation, a tight unemployment rate, and wage growth that gives the Federal Reserve no reason to move toward rate cuts. The reaction was immediate: yields rose sharply, the dollar strengthened, and equity and c…
দাবি পরিত্যাগ: এই পৃষ্ঠায় এম্বেড করা পডকাস্ট এবং আর্টওয়ার্ক Jennifer Pickerel থেকে এসেছে, যা এর মালিকের সম্পত্তি এবং Listen Notes, Inc দ্বারা অনুমোদিত বা অনুমোদিত নয়৷
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