BNP Paribas dice que los precios de las materias primas bajarán

The transcript covers discussions on commodity market trends, particularly oil, and the impact of supply and demand dynamics. It highlights China's economic resilience and strong global growth, with a focus on aircraft orders. The US economic outlook is analyzed, emphasizing potential tax reforms and their effects on growth and Fed policies. Lastly, the risk of a US government shutdown and its implications for the market are considered.

What concerns are raised about the commodity sector beyond oil?

What potential impact does the speaker suggest tax reform could have on the market?

How does the speaker suggest investors should hedge against the risk of a government shutdown?