AMT Analyst Briefing: Week 10 - US Recession Risks Ramp-up & Copper (10.03.25)
Автор: Amalgamated Metal Trading Limited
Загружено: 2025-03-10
Просмотров: 93
Описание: Nowcasting models are starting to flag up a potential US recession this quarter. We talk about the reasons. Inflationary pressures are also building in the US pipeline. Meanwhile, copper's correlation to US equities is falling, while the link to China is increasing. We are turning more bearish on the base metals complex.
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