MBCC TH 9th Jan'26 - "What does Rio Tinto/Glencore deal mean for Commodities, why now? US GDP and productivity numbers astound economists - is AI spend helping the economy finally?"
The US GDP numbers yesterday saw higher output, lower costs = goldilocks!
Yet the Fed is easing, what does this mean and how should you be positioned!
Also we discuss MEGA MERGER deal today and implications for Commodities - do you own them?
