Metal Matters: Chinese Policy, Steel Cuts and CBAM

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 To access our full disclosures, please visit:  https://researchglobal0.bmocapitalmarkets.com/public-disclosure/