MBCC TH 5th Mar'24 - "China NPC meeting, did it provide any fireworks? What is the trade in Oil/Copper/Iron ore here? Powell's window to cut has/is closed now....but do the markets know this?"

Below we outline exactly what data comes out in march and what the Bonds/equities/rates have priced in and what will be priced in. It is all about risk/reward.

Choose wisely…and no, cheap can always get cheaper…value has never been an argument, look at Japan, timing is everything!