Underlying macro picture is deteriorating
Investment banks BMO and Credit Suisse have provided directly conflicting views on metals prices
Panellists at LME week said the EV revolution was not being over-hyped despite weak sales.
A change in economic fortunes looks like the only precious metal catalyst
Sliding equity valuations is a symptom of large systemic problems for the global economy
Investors have a choice to make as to which forecast feels most likely
Gold price also lower
Metal price gains may come under threat as negative macro influences unfold
Assessment hampered by China's track record of non-reporting
Reports of stronger economics won't fuel sustainable strength in commodities
IMF holds firm to herald cyclical improvements for better miners
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