Jason Schenker’s Views on 2014 Economic Events
Supply Chain View from the Field
DECEMBER 2, 2013
Credit ratings for states like California and Illinois are at A, and muni rates have gone down in many states. Metals such as copper and tin could go up significantly, but nickel is the shale gas of the metals market – and inventories just keep going up, which means more downside risk. But on tin and copper, the risk is lower.
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