Natalie Scott-Gray
Natalie Scott-Gray discussed a calmer base-metals market, delayed positioning ahead of Far East holidays and a modestly more constructive macro backdrop. She highlighted sharply lower expectations for an October Federal Reserve hike while retaining a December-hike base case, and viewed Chinese activity data as encouraging despite weak developed-market industrial demand. She then assessed copper, zinc, tin, aluminium, lead and nickel, balancing supportive supply or inventory factors against demand, positioning and oversupply risks.1
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Their output
1 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Josh Linville 1 mention
What they talk about
- rate hike 1 item
- Gulf 1 item
- Alaska 1 item
- mortgage lending 1 item
- Shanghai Future Exchange 1 item
- by-product credits 1 item
- deficit 1 item
- Section 232 1 item
See what your own voices say about Natalie Scott-Gray, every morning.
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