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雷达卡
Key Points:
1. We see many factors supporting industrial metals prices from here but favor a selective approach to metals and mining equities and bonds;
2. The U.S. dollar fell and equity market volatility plumbed lows last week. Many U.S. and Japanese earnings results exceeded expectations;
3. Friday’s U.S. wage growth data will be in focus after weak inflation readings and a cautious Federal Reserve outlook.
20170731-BlackRock-Digging Into the Metals and Mining Rally.pdf
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