Description
In this short episode we discuss whether China’s July data might be as bad as it gets, China gold demand, ex-China indicators and BHP’s latest commodity outlook.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/ZHJjUVFMNWloMWdxd3BnRUh2YXFSV1NUdytBU3ZJdFY3VE1sUnJOTDVQVDBQeXhRTW92Tksrdlplby9SSGVhRlRNYmJzQmNVMHduY3gwc3hRQktXNHc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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)
Click here for transcript.
Published 11/22/24
This episode discusses the impact of the U.S. election results on precious
and industrial metals, and how China will respond to the new U.S. administration's policies.
(11 min)
Click here for transcript.
Published 11/08/24