Find attached NAB’s monthly commodity forecasts. She’s a slow old day so this might make some interesting reading. It’s a reasonable enough document though with my own view that China is likely to struggle with a bouncy (though not hard) landing I’ll take the under on most projected prices.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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