Description
We discuss the latest Chinese data points and policy support, fading inflation pressures, and power demand for data. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZGZWTGZwR3I4bmdvYS9saUhFTE1iYkFkWXRaMFlFRnRjazNkMHVhNUljdUpqdGZHWFk0VUE2SHlrdzhGUDh4TGVTdHdBN1VsQldtYk5YWUM5ekZvckE9PQ2.PDF
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This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling
( 14 min)
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This episode discusses the impact of the U.S. election results on precious
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(11 min)
Click here for transcript.
Published 11/08/24