Caroline Bain


Last quote by Caroline Bain

There's a lot of investor optimism at the moment, which in our view will be disappointed. Chinese policy was being tightened during the first half, and we expect it will come through (in weaker data) over the next few months. Some of the exuberance, some of the price rises fuelled by investor buying could be
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Aug 17 2017
Caroline Bain has been quoted 22 times. The one recent article where Caroline Bain has been quoted is Copper hovers near $6, 000 level. Most recently, Caroline Bain was quoted as having said, “Copper is mainly back in the wait-and-see mode and will move depending on what happens on mine supply, the dollar and to a lesser extent the oil markets today. The market isn't getting very nervous about the impact of mine disruptions seeing as stocks are still pretty high and the market is still pretty well supplied.”.
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Caroline Bain quotes

Feb 20 2017

From a fundamental perspective, it really is supply that's supporting prices, because we're not very clear on demand at the moment given the delays to Chinese

Dec 14 2016

Its been getting ahead of itself on optimism over demand, both from China and the U.S. We think there won't be new stimulus in China and over the first quarter the impact of this year's stimulus will

Sep 28 2016

Lead, which had underperformed the other base metals for much of this year, has been catching up in last couple of months ... with contraction in lead mine supply and refined

Aug 30 2016

It's evident that there is no shortage of supply. We have strong production growth and stocks continue to rise which is all negative for

Aug 25 2016

It did feel that the market got ahead of itself looking further ahead than it perhaps needed

Mar 15 2016

U.S. rate rises ultimately mean there are fewer concerns about U.S. and global growth, which is a positive for commodities demand. We're fairly confident prices will hold onto recent

Feb 04 2016

We don't think this recent strength in gold is sustainable, this could be a false dawn. We're relatively positive on the end-2016 outlook for gold, but we're not going to say gold is going to strengthen

Feb 20 2012

Banning the tiny quantities of exports to the UK and France involves very little risk for Iran – indeed quite the opposite, it catches the headlines and leads to a higher global oil price, which is something Iran is very keen to

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