ANZ Expects to See Further Downside for Metals

The video discusses the current state of global markets, focusing on the impact of supply risks, particularly in oil and gas, due to geopolitical tensions. It highlights the potential disruptions in commodity markets and the search for equilibrium in asset classes. The video also covers the volatility in nickel trading at the London Metals Exchange and the effects of COVID lockdowns in China on the construction sector and related commodities.

What equilibrium pricing level is suggested for various commodities?

Which commodities are expected to be most impacted by the construction sector's downturn?