Copper Price Forecast at $5.75 in H2 2026: RBC
RBC Capital Markets mining analyst Sam Kittindon outlined a bullish outlook for copper, projecting prices at $5.75 per pound in the second half of 2026 and edging higher to $6.00 in 2027. The forecast hinges on persistent supply constraints, lingering shutdowns from 2025, and the geopolitical backdrop of the Persian Gulf conflict, which could influence investor sentiment toward hard assets. Kittindon emphasized that global copper supply is lagging demand, with mine closures and limited new capacity keeping inventories tight. A less‑discussed risk is the reliance of the African copper belt on sulfur sourced from the Middle East; any prolonged disruption could further tighten production and bolster prices. Despite a weaker global growth outlook from the IMF, demand fundamentals remain solid, supporting the price trajectory. Specific company examples were highlighted: Hudbay’s dual exposure to gold and its upcoming Arizona “Copper World” project, Capstone’s recovery from Chilean operational setbacks, and First Quantum’s tentative restart of its Panama mine following government approval to process existing stockpiles. These firms are positioned to benefit from the anticipated price environment. For investors, the analysis signals that copper’s near‑record levels may be sustainable, driven by supply‑side pressures and geopolitical factors. Allocation to miners with strong cash flow, diversified metal exposure, and projects poised to ramp up production could offer outsized returns as the market tightens.
WAIT OR CHASE - APR 15 - Stock Market LIVE, Live Trading, Stock News
The live broadcast on April 15, 2026 – tax day – opened with a reminder that the day historically weighs on equities, and the hosts set the tone for a session dominated by market mechanics rather than breaking geopolitical news. They highlighted...
Markets Climb the Wall of Worry
US equities climbed despite a breakdown in US-Iran peace talks, with the S&P 500 up about 1.2% and the Nasdaq outperforming on a 2% gain as tech—and especially semiconductors—led the rally. Investors cited optimism over potential peace progress, strong earnings...
Evening Market Recap - Wednesday, 15-Apr
U.S. equities closed mostly higher on Wednesday as the S&P 500 surged past the 7,000 mark, setting a fresh all‑time high. The rally was fueled by a de‑escalation in the US‑Israel conflict, strong performance from big‑tech names and a second leg...
Scott Bessent: No One Has EVER Objected to This...
In a recent interview, Scott Bessent addressed two pressing issues: the upcoming tax‑day relief package and the Senate confirmation hearing for Kevin L’Arche, a nominee whose appointment is being challenged by Senator Tom Tillis. Bessent argued that the “big beautiful bill”...
The Plan To Dump $40 Trillion (Using CBDCs)
The video tackles the United States’ looming $40 trillion debt ceiling, emphasizing that the liability is expanding faster than GDP and that higher yields are inflating the cost of servicing it. The speaker proposes a radical solution: privatize the sovereign debt by...
Why Is Diesel Rising Faster Than Oil? | Presented by CME Group
The CME Group presentation explains why diesel prices are climbing faster than crude oil, highlighting supply constraints and heightened demand as the drivers. Disruptions in the Strait of Hormuz have choked off exports of heavy, high‑density crude that yields a larger...
Energy Supplies and Weather Becoming the Grain and Cattle Market Focus?
The program highlighted how energy supply disruptions and weather extremes are reshaping the grain and cattle markets, shifting trader focus from traditional supply‑demand fundamentals to macro‑level shocks. Mike Zuzolo pointed to a confluence of factors: a global energy shock that has...
Aluminum Buffeted by Tariffs and Geopolitics | Presented by CME Group
Early April sees 3‑month aluminum at $3,460 per metric ton, a 47% year‑over‑year rise and the highest levels since the early‑2022 spike. Prices broke $3,000 earlier this year, peaked near $3,500 in late January‑early February, and have remained elevated despite...
Everything You Need to Know About Financial Repression | Hanno Lustig
The episode unpacks "financial repression" – a suite of policies governments employ to keep borrowing costs below market rates, effectively taxing savers without their awareness. Professor Hanno Lustig traces its roots from 19th‑century war financing to modern central‑bank practices, showing...
The Future of ETFs: Navigating AI, Geopolitics, Space and More
The podcast explores the evolving ETF landscape, covering AI‑driven disruption, geopolitical tensions, and emerging themes such as space and cryptocurrency. Host Nate and Davis Advisors’ Chris Davis dissect how markets remain near record highs despite uncertainty, while Todd Zone adds...
The Property Strategy Most Investors Ignore (Financial Buffers Explained) | Brett Warren
The podcast centers on a counter‑intuitive truth: successful property investors win not by hunting the perfect house, but by constructing a robust, long‑term financial strategy anchored by a solid cash buffer. Michael Yardney and Brett Warren argue that the property...
McDowell Sounds Alarm on What's 'CRITICALLY IMPORTANT' In Iran War
The video features analyst McDowell warning that the most critical lever in the Iran conflict is cutting off the regime’s financial lifelines. He stresses that the imminent expiration of a Treasury sanctions waiver will choke Iran’s oil revenues while the...
This One Money Habit Changes Everything
The video spotlights a single habit that can transform personal wealth: building a robust emergency fund. It underscores how rare this practice is—fewer than 50% of Americans can muster $1,000 for an unexpected expense, according to a recent bank survey. The...
Apr 15 | Closing Market Report
The April 15 Closing Market Report focused on U.S. grain markets, planting conditions, and a looming global fertilizer crunch. Corn futures edged up 7‑8 cents, soybeans 9‑10, while wheat rose modestly, reflecting a tentative market after four weeks of corn...
The Housing Shortage Lie? What The Numbers Really Show
The video challenges the prevailing narrative of a nationwide housing shortage by dissecting the raw numbers. While the United States reports roughly 148 million housing units against 134 million households, the presenter argues that not all units are market‑ready—many are vacant, uninhabitable,...
Finally some Good News for Irish Investors!
Irish officials, led by Finance Minister Simon Harris, have hinted at a comprehensive overhaul of investment taxation, promising a new savings programme that could reshape the landscape for domestic investors. The proposal follows the modest 2026 budget adjustment that trimmed...
How Oil Prices Could Disrupt the Global Economy | Economic Update | Deloitte Insights
Deloitte’s chief economist Ira Kalish warned that a prolonged Middle East conflict could move from speculative price spikes to actual physical constraints on oil, gas and commodity supplies. He explained that earlier price hikes were driven by investor anxiety, not supply...
The Hidden Cost of Entry Points
The video warns that the S&P 500’s recent double‑digit gains are unlikely to continue because earnings growth has lagged behind price appreciation. With the long‑term average return around 7%, investors should expect some flat or negative years to rebalance the average....
How Do You Protect Against a Bear Market?
The episode tackles a core retirement‑planning question: can a traditional 60/40 stock‑bond portfolio survive a 20% equity bear market and rising inflation? Host Duncan Hill breaks down historical data, showing that bonds have historically provided a modest positive return when...
Barry Ritholtz: US Dollar NOT a Store of Value
Barry Ritholtz uses a viral Home Alone meme to argue that the U.S. dollar should be viewed solely as a medium of exchange, not a store of value over decades. He stresses that even a 15‑year horizon is too brief for...
How the Rich Avoid Taxes
The video explains how Elon Musk, like many ultra‑rich executives, avoids income taxes by forgoing a traditional salary and receiving compensation solely in Tesla stock grants. Because the stock is treated as an asset rather than earned income, its appreciation...
5 Rules to Build Wealth in Stocks Without Losing Your Mind | Ben Carlson
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, discusses his new book *Risk and Reward* on the Motley Fool Money show. He argues that despite inevitable market turbulence, equities remain the most reliable vehicle for long‑term wealth...
Why China Isn’t Criticizing Trump During the Iran Crisis | WSJ
The Wall Street Journal video explains why Beijing remains silent on President Trump’s handling of the Iran crisis. While China maintains a strategic partnership with Tehran, it lacks a mutual‑defense clause, allowing Beijing to distance itself until the conflict’s outcome...
IMF's Georgieva Says Markets Need to Be More Cautious
The International Monetary Fund’s Managing Director Kristalina Georgieva warned that global markets are overly optimistic and must adopt a more cautious stance. She highlighted the IMF’s latest World Economic Outlook, which has been downgraded and now includes a scenario where...
Former IRS Head on Last-Minute Tax Tips
Former IRS Commissioner Danny Wolf appeared on a tax‑day segment to deliver urgent filing guidance as the April 15 deadline looms. He urged procrastinators not to panic but to verify critical details—social security numbers, correct forms, and accurate calculations—to prevent returns...
What Is an Options Contract? (In Plain English)
The video introduces the fundamentals of an options contract, defining it as an agreement on a stock or ETF that specifies a strike price and an expiration date. Eric breaks the concept into three core components—underlying, strike price, and expiration—using a...
CFR and Berkley Center Webinar: The Future of Strategic Religious Engagement in U.S. Foreign Policy
The Council on Foreign Relations and Georgetown University's Berkeley Center hosted a webinar to assess the future of strategic religious engagement (SRE) in U.S. foreign policy, noting that recent administrative changes have stripped the government of dedicated capacity to work...
The Long View: Harry Margolis - How to Confront Aging Challenges Head-On
The Long View podcast featured Harry Margolis, a veteran elder‑law attorney, who outlined how aging baby boomers must confront a looming care crisis. He traced his own path from a pro‑bono stint at Greater Boston Elderly Legal Services to founding...
Why Are Irish People so Reluctant to Invest? #stockclub
The video examines why Irish individuals remain hesitant to invest, tracing the phenomenon back to the nation’s economic history. Until the early 1990s Ireland was one of the EU’s poorer members, with virtually no household savings. The Celtic Tiger boom created...
Markets Now Early - 4/15 Is Corn Bottoming? Soybeans Up on China Hopes: Cattle Await Cash
Soybeans edged higher on revived hopes for a China meeting and potential purchases, with traders also focused on a NOPA crush report expected to show record throughput. Corn traded up as exporters and steady demand — including ethanol use —...
'This Is a Buying Opportunity' - GOLD & SILVER at These Prices Won't Last
The Commodity Culture interview with Norsemont Mining CEO Mark Levy focused on the near‑term outlook for gold and silver and the company’s path to production. Levy reiterated his bullish stance, forecasting gold at $6,000 by year‑end and $7,000 next year,...
Options Corner: UBER Extending Robotaxi Reach
The Options Corner segment dissected Uber’s recent share performance, noting a modest 1.5% decline year‑to‑date while the broader S&P 500 surged roughly 29%. Analysts highlighted that Uber remains entrenched in a downward‑sloping channel, with the price hovering near the channel’s...
Will the Iranian Regime Now Sprint for a Nuclear Bomb? | The Economist
The video, produced by The Economist, examines whether Iran’s regime will accelerate a push for a nuclear bomb amid heightened regional tensions. It features a dialogue with Iranian diplomats who assert that Tehran has no plans to cross the nuclear...
Investor Panel: How Smart Capital Finds Opportunity
The video features investor Brian discussing how he leverages “smart capital” to find opportunities in distressed real‑estate markets, emphasizing contrarian investing. He recounts buying Phoenix properties at 25¢ per dollar during 2009‑12, highlighting the importance of recognizing value when an asset...
Why Stocks Are Pricier than They Look | Barron's Streetwise
The Barron’s Streetwise episode argues that the U.S. equity market looks cheaper than it truly is because massive artificial‑intelligence‑related capital expenditures are inflating earnings without reflecting the cash outlays. Host Jack How explains that while the forward price‑to‑earnings ratio hovers...
Morning Minute: AVGO & META Deal, ASML & BAC Earnings #shorts
The morning brief highlights three market movers ahead of Wednesday’s open: Broadcom’s expanded partnership with Meta on MTIA AI accelerator chips, ASML’s earnings beat with a raised full‑year outlook, and Bank of America’s double‑digit earnings surprise. Broadcom’s stock ticked higher pre‑market...
SPX Gap: Massive Breakout or $7,000 Bull Trap? 🚨 #Barchart #SPX #Trading
The video examines the recent S&P 500 gap that vaulted the index above its 200‑day, 100‑day and 50‑day moving averages, prompting debate over whether the move represents a genuine breakout or a deceptive bull trap. The presenter emphasizes that the...
How My Portfolio Fared in Previous Bear Markets
The video reviews a seven‑year portfolio (Jan 2019‑Jan 2024) that generated a 267 % total return, beating the S&P 500’s 175 % gain. It highlights three major bear‑market episodes: a 36 % plunge during the COVID‑19 crash in 2020, a 26 % decline amid the 2022 Fed‑driven...
Will Falling Metal Prices Hurt Mining Investments?
The video examines whether the recent decline in metal prices will dampen mining investment, focusing on short‑term market turbulence versus longer‑term fundamentals. The speaker notes that higher oil and energy costs temporarily squeeze margins, but price‑floor mechanisms for critical minerals create...
The State Department's Dane Johnston on Strategic Redundancy for Mideast Trade
Deputy Assistant Secretary of State Dane Johnston outlined a U.S. strategy to champion multimodal trade corridors, notably the India‑Middle East‑Europe Economic Corridor. He emphasized creating strategic redundancy in transport routes to mitigate disruption risks and boost regional interconnectivity. By leveraging...
Dr. Stephen Leeb: The Return of Gold, Death of the Petro-Dollar & Critical Mineral Shortages
Dr. Stephen Leeb, economist and founder of Leap Capital Management, argues that the world is witnessing a fundamental transition: gold is re‑emerging as a monetary anchor, the petro‑dollar regime is eroding, and shortages of critical minerals such as helium are...
The Missing Piece in Your TikTok Tax Strategy
In this episode of the Jeff Trapp Podcast, the host warns that most entrepreneurs treat taxes as a once‑a‑year event and rely on TikTok or AI snippets, missing the “missing piece” – proactive, year‑round tax strategy. He explains that waiting until...
The Energy Crisis: Downstream Impacts || Peter Zeihan
Peter Zeihan outlines a widening downstream energy crisis as upstream disruptions from Russia, Iran and the Persian Gulf translate into consumer‑level shortages worldwide. He notes that roughly half a billion barrels of crude remain stranded, with the final pre‑war tankers...
Fastmarkets Risk Management Suite: From Commodity Volatility to Budget Certainty
Fastmarkets unveiled its Risk Management Suite, a cloud‑based platform designed to turn commodity price volatility into budgeting certainty. The solution delivers enterprise‑grade value‑at‑risk (VaR) analytics, leveraging the firm’s proprietary price data and IOSCO‑compliant benchmarks to give users a clear picture...
Financial Market Preview - Wednesday 15-Apr
Faxet’s Wednesday market preview highlighted a broadly risk‑on environment as Asian technology indexes surged, European equities held steady and U.S. futures pointed to a flat open after Tuesday’s gains. Taiwan’s TX index posted a second‑consecutive record high, while South Korea and...
Global Fuel Crisis Grounds 80% of Hong Kong’s Fishing Fleet Ahead of Annual Moratorium
The ongoing Middle East conflict has driven up the price of “red oil,” the tax‑free diesel used by Hong Kong’s maritime sector, from about US$128 to roughly US$256 per 200‑litre drum. The surge forced nearly 80% of the city’s fishing...
US, Iran Seek Second Round of Talks & ASML Raises 2026 Sales Forecast | Daybreak Europe 4/15/2026
The Bloomberg Daybreak Europe broadcast highlighted three intertwined themes: a tentative de‑escalation in the Middle East, robust demand for advanced chip‑making equipment, and a resilient equity market buoyed by earnings strength. U.S. and Iranian officials indicated a second round...
China's Price Wars Are an 'Advantage' In Light of Iran War Inflationary Shock: EIU
The Economist Intelligence Unit (EIU) argues that China’s ongoing price wars are turning a perceived weakness into a strategic advantage as the world grapples with inflationary pressure from the Iran‑related oil shock. By maintaining ultra‑low domestic prices, Chinese manufacturers can...
Governor Talks: Uruguay: Why Policy Frameworks and Communication Matter for Inflation
In a recent Governor Talks session, Uruguay’s central bank governor emphasized that robust policy frameworks and clear communication are essential tools for anchoring inflation expectations. He highlighted Uruguay’s recent success in reducing headline inflation to around 5% year‑over‑year, attributing the...