BlackRock's Markham Says Copper Price Has Fallen Too Far

The video discusses the impact of trade wars on commodity prices, focusing on copper. It highlights the bearish market sentiment and the role of supply and demand dynamics. The discussion includes China's economic response, particularly in infrastructure spending, and the discipline in the mining sector regarding capital expenditure. The video concludes with potential market reactions to trade surprises, emphasizing copper as a key indicator.

Discuss the sentiment in the market regarding future demand for commodities.

What changes in capital allocation have mining companies made recently?