Overview

On Monday June 24th, 2019, Bloomberg Intelligence and China Beige Book team up in New York to offer a comprehensive outlook on metals markets and China. Additional perspectives from RS Metrics, BNEF and other physical market participants will round out the afternoon of analysis.

Agenda

12:30 pm – 1:00 pm

Lunch

1:00 pm – 1:30 pm

Metals Outlook: Macro Collisions & Micro Divergences
Andrew Cosgrove, Global Head – Metals & Mining, Bloomberg Intelligence

1:30 pm – 2:00 pm

Emerging Markets: Assessing Valuations & Vulnerability as Credit Cycle Matures
Damian Sassower, Chief Emerging Markets Credit Strategist

2:00 pm – 2:15 pm

Break

2:15 pm – 2:45 pm

China’s Economy: A Look Ahead at the Credit & Commodities Linkage in 2H 2019
Leland Miller, CEO – China Beige Book

2:45 pm – 3:15 pm

An Alternative (Literally) View of Global Metals Stocks & Flows
Tom Diamond, President – RS Metrics

3:15 pm – 3:30 pm

Break

3:30 pm – 3:40 pm

Bloomberg Pricing, Market Analysis and Trade Tools
Todd Sabilla, Commodity Applications Specialist

3:40 pm – 4:10 pm

Global Electric Vehicle Progress Report
Nick Albanese, Analyst, BNEF

4:10 pm – 4:45 pm

Fireside Chat & Interactive Q&A: Getting Ready for Osaka & Beyond; Roadmap to U.S.-China Trade Talks
Leland Miller, China Beige Book and Andrew Cosgrove, Bloomberg Intelligence (Moderator)

4:45 pm – 5:45

Networking Reception

When & Where

Monday, June 24, 2019 | 12:30 pm – 5:45 pm

120 Park Avenue, New York, New York 10017

Map

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