LME copper prices have surged nearly 30% year-to-date, jumping above $11,000/mt this morning with COMEX prices in the US still trading at a significant premium to the global LME benchmark. The massive widening of the COMEX/LME copper arb over the last week is more about positioning and inventory...
Published 05/20/24
Arindam Sandilya, Ayako Fujita and Junya Tanase discuss the outlook for Japanese macro, BoJ policy and the Yen.
Speakers:Arindam Sandilya, Global FX StrategyAyako Fujita, Economic and Policy Research Junya Tanase, Japan Markets Research
This podcast was recorded on 17 May 2024.
This...
Published 05/17/24