Currie, Hunt on China's Economy, Outlook for Commodities

The video discusses the ongoing US-China trade dispute and its impact on global infrastructure projects, particularly in China. It examines the dynamics of the commodity market, focusing on copper and oil, and how macroeconomic concerns are affecting prices. The video highlights the shift from macro risks to idiosyncratic risks, emphasizing trading strategies that focus on time spreads and relative value. It also explores opportunities in energy infrastructure, noting the negative sentiment and potential for good yields in the current market environment.

In what ways is climate change impacting economic indicators and risks according to the discussion?

What strategies are suggested for trading in the current commodity market environment?