Weekend reads: Brazil bulls, copper reality, China's oil shield
SPY•The roundup highlights Brazil's market outlook, copper's resource demands, China's response to oil shocks and a strategist's view that the S&P 500 could reach 10,000 by 2029 despite near-term caution.
1. Markets and copper
The weekend roundup features a bullish long-term outlook for Brazil after Flavio Bolsonaro's first-round election performance, alongside an article on copper production. Producing a ton of copper requires several hundred tons of rock, hundreds of tons of water and tens of gigajoules of energy.
2. Oil and energy
A featured article argues that electrification and the shift from refining to chemicals are changing how oil supply shocks affect China. The roundup also includes a podcast episode about extreme events disrupting long-term energy supply contracts.
3. US stock outlook
A podcast guest says he is turning cautious on US stocks in the near term but still sees the S&P 500 reaching 10,000 by 2029.
