Will Europe be the next shoe to drop in the Chinese RE soap opera? Here is how we position for lagged spill-overs to Europe.
Something for your Espresso: Supply is back in the driver’s seat
Commodities gain even on days where they face obstacles such as a stronger USD and luke-warm manufacturing data. This is a strong signal that supply is back in the driver’s seat of commodity markets after a few quarters of demand driven price action.
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