• Metals prices have come under pressure in late Q3, driven by concerns over China’s economy
• We see exposure to China’s property sector as a key performance differentiator going forward
• Aluminium is the LME base metal best insulated from th...
Commodity import data for China implies a divergent set of demand circumstances across sectors
• Implied oil demand has rebounded to 3.4% growth, from a y/y decline seen in the previous release
• Robust copper and zinc demand despite the economy; ...
We launch our new regular metals publication, which contains detailed supply-demand analysis
• Deficit dynamics and higher prices are likely to be the key base metal trend over the next 2-3 years
• Off-warrant inventory levels and sluggish China d...
• July commodity data shows areas of economic strength but also a setback in the economic recovery
• Weaker metal imports, offset by output and stock draws, result in strongest demand levels so far in 2014
• Crude oil imports are depressed by slug...
Top 3 data/events
• China – Inflation pressure remains muted
• Japan – Current account surplus likely shrank in May
• United Kingdom – Industrial production likely to have improved further in May
• Positioning for uneven and slug...
• A time to position for (uneven) growth – The global recovery remains very uneven, and in the post-2008 world, the growth trajectory remains flatter (and longer) than in a conventional economic cycle. We expect the next phase of the global cycle to...
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