MBCC TH 2nd March'23 - "So is China back with more stimulus, what are they doing? What do Bonds/Rates know that Equities do not?"

So China ramped up its cash injection last few days, that saw a big jump in Copper > $9000/tonne as the Yuan reversed back from 7, what is PBOC doing and what is their liquidity trajectory? February was the opposite of January, so are we back on trend or is this a one/done?

We discuss what is happening in other markets, more serious ones like Bonds/Rates/Credit, as Equities are the least sophisticated of them all. Why are Gold and Silver still falling despite the street loving them? We talk about what levels to watch and what the next trade is here. Sign up to see our new ideas for today!