BASELINE VIEW – PRECIOUS METALS:

Geopolitical uncertainty continues to support gold’s safe-haven allure as the precious metal defied rising bond yields. Expectations that the Federal Reserve’s rate hikes are at an end are providing further support for precious metals.

BASELINE VIEW – INDUSTRIAL METALS:

China’s new debt plan has provided support for base metals alongside expectations for looser monetary policy through 2024, however, rising global supplies are likely to cap price increases.

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