The market has now gone from everything is ok/no landing to okay we may be getting a soft landing but all is ok…but can it get to “omg how bad is this?”
We break it down and what the Chinese actual physical demand is saying about Commodities..
MBCC TH 7th May'24 - "No landing to soft landing, but are we in for a SHOCK employment report, what can/will the Fed do and will it be too late? Bond yields and Yen NOT done yet, tick tock BoJ!"
