BMO Equity Research IN Tune
BMO Equity Research IN Tune
BMO Capital Markets Equity Research
Metal Matters: Chinese Policy, Steel Cuts and CBAM
7 minutes Posted Jul 23, 2021 at 9:30 am.
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Show notes

In this short (7 min) Metal Matters podcast, we discuss whether the recent RRR cut signals a Chinese policy change which could influence commodity markets, moving forward the first Fed hike, steel production cuts in China and why Europe’s carbon border adjustment mechanism is just a stepping stone.

Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/132C274D-CDFC-4E2F-B7DE-4B1BF484D9D0.PDF

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