Steve A. Lawrence on Oil, Metals, Market Rotation & Global Risk | NYSE скачать в хорошем качестве

Steve A. Lawrence on Oil, Metals, Market Rotation & Global Risk | NYSE

On January 14, 2026, Steve A. Lawrence, Chief Investment Officer at Balfour Capital Group, joined Victor Rodríguez live from the New York Stock Exchange to discuss energy markets, metals, equity positioning, and global risk as investors navigate heightened volatility. Steve outlined his outlook for oil, highlighting geopolitical tensions, refining constraints, and structural supply limitations that could support prices toward the $70 level despite near-term fluctuations. He also discussed the sharp acceleration in silver, emphasizing its critical role in technology, data centers, and long-term industrial demand, while noting increasing consolidation among major global commodity producers. The conversation further explored market rotation, diversification, and disciplined risk management as major equity indices approach record levels, reinforcing the importance of downside control, long-term positioning, and investor time horizons in an increasingly complex global environment. 00:00 – Market context & NYSE backdrop 01:05 – Oil outlook, geopolitics & supply constraints 03:10 – Venezuela, Iran & global energy dynamics 05:00 – Silver surge & industrial demand drivers 06:45 – Commodity consolidation & global producers 08:20 – Market rotation, diversification & equities near highs 10:05 – Risk management & portfolio strategy heading into 2026 📺 For more market insights and interviews, visit: https://balfourcapitalgroup.com/media... #silver #commodities #oil #nyse ____________________________ About Balfour Capital Group Balfour Capital Group is a global investment firm specializing in multi-asset portfolio strategies, alternative investments, and macro-driven market insights for institutional and private clients worldwide. DISCLAIMER This content is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Please consult a qualified financial advisor before making investment decisions.