S5 E6 Francisco Blanch, Head of Global Commodities and Derivatives Research – BofAML, The Sherman Show

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Francisco Blanch, head of Global Commodities and Derivatives at Bank of America Merrill Lynch, joins DoubleLine’s Jeffrey Sherman and Sam Lau to discuss his pioneering work in the creation of enhanced commodities indices and the complex web of supply, demand, currency exchange rates, politics and other factors which move commodity prices. In this segment of The Sherman Show, recorded March 14, 2019, Blanch also foresees a regime change in commodities, particularly with the respect to oil, which should support higher oil prices in the future. That transition includes oil production cuts by Russia and Saudi Arabia, slowing oil-production growth in the U.S. and a weaker dollar due to America’s ballooning current-account, trade and fiscal deficits.

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