Implications of President Biden’s infrastructure plan

Our latest podcast covers a number of key thematics in markets in 2021: the outlook for the US economy, decarbonisation and greening of the global economy and what these means for commodities. Joseph Capurso, Head of International Economics and Vivek Dhar, Mining and Energy Commodities Strategist speak with Belinda Allen to detail President Biden’s latest infrastructure and jobs plan and discuss what it means for the US economy and commodities. Realistically most of the infrastructure spending will spill over into construction and manufacturing. We estimate limited increased demand for Australian commodities.

 

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