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基軸マクロ Special Report

Solving The Copper Market Enigma

公開日

On the one hand, China’s copper intake boomed last year despite the travails of the mainland economy and shrinking property construction. On the other hand, global copper supply mushroomed despite persistent worries about supply shortages. This report uncovers this puzzle and elaborates on the outlook for copper prices. The conclusion is that red metal prices are still vulnerable.

BCA | CoreMacro

BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.

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