MBCC TH 19th July'23 - "Another day goes by, no China stimulus...what to do here?"

Each day, a new sell side analyst pushes Oil and Commodities on back of China stimulus “to come”, and another

day goes by and none is seen!

BAML fund manager survey shows Tech overbought and Commodities underweight, it is easy to push that narrative, BUT what is the real trade, the long/short or…..

Sign up to find out as we track our physical market indicators to tell you what is really happening in Commodities.