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 Sibilla, 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