Overview
Healthy medium-term fundamentals are poised to continue with PMI readings remaining near 6-month highs across the US, Eurozone, China and other EM. Our global growth forecast has been lifted from 3.7% to 3.8% for 2018. The trend of slow supply growth and policy restriction continues, and we see further upside for industrial metals in particular...
20180115-Deutsche Bank-Commodities Quarterly:Building on Strength.pdf
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