J.P. Morgan Upgrades Miners and Goldman Sees More Copper Upside
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Housekeeping: Good Morning.
“The Gold reset is a process, not an event”
Today
* Discussion: J.P. Morgan Upgrades Mining Sector on China Stimulus and Copper Upside
* Premium: GS on Copper
Analysis:
J.P. Morgan Upgrades Mining Sector
J.P. Morgan has shifted its stance on the mining and metals sector, upgrading it from “underweight” to “overweight” in a note published Monday. The move reflects a change in outlook, with the bank pointing to improving fundamentals and a potential rebound in commodity prices —…
The skinny
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