Welcome back to our weekly editorial on everything commodity and energy-related!This week is all about China as the Politburo and PBoC have announced new (undefined) stimulus measures aimed at simultaneously countering tariffs from the Trump administration in 2025 and bolstering the economy, regaining confidence as China battles structural issues.
This naturally raises the question of how this will impact commodities.
As the world’s largest importer of commodities by a significant margin, China’s injection of capital into its economy could provide a substantial boost.
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