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.
US Copper Tariff U-Turn: Market Rescue or Destruction? UBS Decodes FCX Crash Truth
the Wall Street Journal Podcast
5 minutes 36 seconds
3 months ago
US Copper Tariff U-Turn: Market Rescue or Destruction? UBS Decodes FCX Crash Truth
UBS July 31 report reveals US sudden exemption of 50% import tariffs on major copper products triggered Comex copper price plunge over 20% and FCX stock crash 9.5%. Report highlights US accumulated 50-70K tons excess inventory, equivalent to 30-40% annual demand, posing persistent downward pressure on global copper prices. UBS downgrades FCX to neutral, warns 10-20% EBITDA downside risk. Tariff cancellation more negative for copper prices short-term, intensifying LME downside risks.
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.
