Deutsche Bank 2018年一季度商品季报,包括原油、贵金属、工业金属及黑色,英文76页:
Overview
Healthy medium-term fundamentals are poised to continue with PMI readings remaining near 6-month highs across the US, Eurozone, China and other EM. Our global growth forecast has been lifted from 3.7% to 3.8% for 2018. The trend of slow supply growth and policy restriction continues, and we see further upside for industrial metals in particular...