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Today's Pick

Navigating Copper Tariff Turbulence

by Felix-Antoine Vezina-Poirier, Chief Strategist  

BCA’s Commodity strategists remain long gold/short LME copper and have initiated an outright short in LME copper as a cyclical trade. The US copper tariff will redirect supply away from the US, replenishing depleted inventories elsewhere and exerting downward…

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