'Prefer Industrial Commodities Over Precious Metals'

The video discusses the impact of inflation expectations on commodity prices, focusing on industrial and precious metals. Jessica Fungus from BMO Capital Markets explains the preference for industrial commodities due to expected consumer-driven inflation. The video also covers the role of copper in economic expansion, particularly in China, and the safe haven status of precious metals like gold. It highlights investment opportunities in base metals such as zinc and US steel, considering global market influences and potential policy impacts.

What are the reasons provided for the recent downgrades in the precious metals industry?

In what ways does the analyst suggest that zinc is a favorable commodity for investment?