I had some headlines earlier but not much more: Goldman Sachs says growth in China demand for industrial metals likely to be muted
This via CNBC / Reuters:
- Commodity prices usually rally as the Fed enters hiking cycles, but there are three risks that could derail gains, Goldman Sachs said in a note on Monday.
- Goldman pointed to U.S. shale oil, diminishing China demand and the Fed's gradual hiking cycle as risks to its overweight call on commodities.