Global Iron Ore And Steel Markets: Is The Rally Over?
Contrary to the almost universal bearish market consensus, we are raising our tactical view on iron ore to bullish from neutral. We remain tactically neutral on the steel market over the next three months. Strategically, we are bearish iron ore and steel.
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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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