bearish
EM Watch: Is the Chinese copper demand down 40%?
891 Views20 Jun 2024 09:41
Welcome to our weekly EM and Metals editorial. It’s hard not to talk about China again this week, given the importance of the metals trade for...
What is covered in the Full Insight:
- Introduction to Chinese Copper Demand
- Stalling Real Estate and Industrial Production Surge
- Lat-Am Central Banking Developments
- Global Inflation and Freight rate Spill-overs
- Chinese Export-Driven Economy and Consumer Sentiment
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Steno Research
Macro and Geopolitical Research House
- EM Watch: Western investors are tired of China and Japan “crying wolf”27 Jun 2024
- The Week At A Glance: Time to bet against the USD?25 Jun 2024
- Liquidity Watch: The $ liquidity outlook remains solid for Q321 Jun 2024
- EM Watch: Is China making a fool out of Western metals speculants?13 Jun 2024
- EM Watch: The China bet and the copper story are both old hat by now06 Jun 2024
x