Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
Can Copper Spread Recover After 30% Crash? BofA Unveils Global Arbitrage Play
the Wall Street Journal Podcast
6 minutes 24 seconds
3 months ago
Can Copper Spread Recover After 30% Crash? BofA Unveils Global Arbitrage Play
BofA Securities August report exposes copper tariff turmoil: CME-LME spread collapsed from record 30% to zero in single day as US stockpiled 600kt (40% annual demand). Report identifies LME-CME spread as strongest mean-reversion relationship outside energy pairs. Recommends overweight gasoline, soymeal, precious metals while underweight WTI crude. 16% effective tariff rate reinforces stagflation risks with 6-month positive outlook for Brent and industrial metals.
the Wall Street Journal Podcast
Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
