The team presented findings from our upcoming Quarterly Metals Report, with analysis and forecasts for base metals, precious metals, iron ore and steel.
Key Themes:
- How are the markets recalibrating their expectations towards the Chinese economy?
- What policy approach will China implement to support its economy, and will it be enough to drive metal prices higher?
- What's the impact of the extended and diverging path of monetary policy tightening from central banks?
- Will the service sector's performance soften enough to match its manufacturing counterpart?
Watch the recording: