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Strategy Report

Copper: To Chase Or Not To Chase?

by Roukaya Ibrahim, Chief Commodity Strategist  

Should investors chase the copper rally or use the latest bout of strength as an opportunity to sell?

We warn that weakening Chinese demand and shrinking global manufacturing will weigh on the metal’s price over a cyclical timeframe.

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BCA Research | Commodity & Energy Strategy

Top-down global-macro framework with bottom-up fundamental analysis of major commodities.

 

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