Surveillance: Stock Picking with Emanuel
Bloomberg Surveillance
00:00
Copper and Aluminum - The Big Picture Question, John Ferro
Year to date, copper and aluminum are flying. The idea of China reopening is definitely going to lead to a lot of pent-up demand. Konaheik: I sense that right now it's very sentiment-driven. But in terms of actual manufacturing intensity, which requires the huge amounts of commodity imports, I feel like China's commodity imports are still good.
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