Hot Metal

(1) Don’t fight the central bank. (2) Are China’s monetary authorities stepping on the brakes, the accelerator, or both? (3) Meet Zhou Xiaochuan, China’s Ben Bernanke. (4) Rare earth metal. (5) Another double for copper? (6) China’s one-child policy boosting wages. (7) The next five year plan should be all about consumers. (8) No slowdown in China’s latest economic and inflation indicators. (9) Still recommending overweight Industrial Gases and Specialty Chemicals. NOTICE: Our Morning Briefings are now available on FactSet.