Citi本月超长篇,Annual Commodities Market Outlook 2018(PPT版本),219页:
Both YTD commodity performance and expected higher global growth point to potentially tighter balances across many commodities. But uncertainties about China’s ‘New Economy’ and the lingering impacts of its commodity-intensive “Old Economy” create bumps in the road ahead. Here are our main conviction calls for 2018(略)....