作者：Heath R Jansen

资源类别：报告

资源格式: PDF 40 pages 英 334 KB

目录:

Boom or Bust? 3

Where to with a Macro View? 6

1. Depression Scenario 11

2. Recession Scenario 13

3. Upside Scenario 15

4. Base Case 18

Commodity Scenarios & Outcomes 20

What Are Commodities Telling Us? 28

Aluminium 28

A Chinese supply crunch 28

Copper 32

Appendix A-1 38