We know everyone is short China and PBOC announcement has caused a stir, yet again. Is this the same as before, fade the rally, or is it different this time. What do our macro models and most importantly physical flows tell us?
MBCC TH 9th Dec'24 - "With all the stop/starts in China, is this time really the one? Which Commodities see the magical trifecta match - macro/micro/physical markets?"
