Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
305 Views
Weekly China Property Sales Data In July Points At Further National Sales Growth Slowdown
The weekly data from SouFun-CREIS survey on new home sales in 35 major cities for the first three weeks of July (Weeks 28-30, or July 4 - 24) shows...
164 Views
Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
224 Views
China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities
For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major...
325 Views
Oil and Copper Short to Ripple into China
Our bullish DXY call is beginning to show stress points in oil and copper not to mention weaker China data/debt concerns. A DXY push above 96.50...
185 Views