Which Way for Commodities? Stock Peak Is Price Risk: BI Radio

In this week’s Bloomberg Intelligence Radio Show, analyst Fernando Valle examines crude oil price cash flows while Scott Levine discusses the optimism in pressure pumping for energy. Chris Perrella forecasts how cheaper input prices and lower oil costs may bring further raw-material expense relief to specialty-chemical producers, while Sonia Baldiera shows how a sustained global infrastructure-construction spending surge looks likely. Strategist Mike McGlone says broad commodity prices will be at risk in 2020 if stocks can’t extend their peak, though gold remains best positioned to appreciate.The BI Radio show broadcasts on Saturdays and Sundays on Bloomberg’s flagship radio station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco bay area, channel 119 on SiriusXM, www.bloombergradio.com, and Iphone and Android mobile apps. It also podcasts through Apple’s iTunes, Spotify and Luminary.Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.See omnystudio.com/listener for privacy information.