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!"

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..