Why China’s Reopening Changes Market and Commodity Dynamics

In this week's long-form episode of MSD, we welcome back in Peter Boockvar of the Boock Report to discuss all of the trends we are already beginning to see in markets the first week of 2023. China's reopening is shifting dynamics, both in markets and the commodity space. Peter and Trevor discuss the transition of foreign funds away from the US market and back into their "home"market. We're seeing this play out in China and other foreign exchanges. We also discuss the implications of energy, copper and other industrial metals on the back of this move in China. All this and the waiting game of seeing just how long the Federal Reserve can keep rates elevated through the new year.

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