Be Prepared for a Stronger Dollar in 2nd Half
This is a quick update from my start-of-the year call for a weaker dollar and rally in commodities in Q1 and a bit of extension but reversal in Q2....
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Heads Up on Steel: Starting to Crack?
This is forked from my previous piece Steel Does the Rally End Here ? I want to give you a heads up on whats happened since then in the space....
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The Future of Chinese Steel Prices
Given the recent run up in Chinese steel prices and the stock prices of producers, it is fair to ask is this being driven by increased demand for...
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One Belt One Road - Three Years On
In 2013, Xi Jinping launched the One Belt One Road (OBOR) initiative. The aim of the initiative was to connect major Eurasian economies through...
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Iron Ore Rally Unsustainable
Temporary tightness should abate as demand falters and supply surges. Iron ore prices have surged to $69 per tonne, up 23% from last week and...
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