Global #copper stockpiles tracked by leading exchanges have collapsed to the lowest level since 2008, adding to signs of increased market tightness – Bloomberg
*Worldwide inventories of the key base metal have contracted by more than 60% since March. pic.twitter.com/1OMgVakU7N— Christophe Barraud (@C_Barraud) January 18, 2021
Stock Analysts Are Most Bullish on Chinese Companies in a Decade – Bloomberg
*About 86% of all ratings in CSI 300 Index are a buy equivalent.
*Link: https://t.co/blB3Z8SGpP pic.twitter.com/YvRtnzKenY— Christophe Barraud (@C_Barraud) January 18, 2021
China has most corona cases since start of covid pandemic. And just ahead of Lunar new year. pic.twitter.com/bWWWCVy7Kp
— zerohedge (@zerohedge) January 18, 2021
Let this sink in.
In November & December the government issued $505B worth of Treasury notes and bonds.
The largest 2-month issuance ever.
The Fed “only” bought 1/3 of that.
No way around this.
Monetary policy is clearly becoming a funding tool for the government. pic.twitter.com/3du0SCfekW
— Otavio (Tavi) Costa (@TaviCosta) January 18, 2021
#China #liquidity injections picking up. 6-month rolling total in RMB billions. Should be good for commodity prices and World GDP pic.twitter.com/j3od08WOuI
— CrossBorder Capital (@crossbordercap) January 18, 2021