Import tariffs appear to have become the weapon of choice for this U.S. administration. Need buying strategies for steel? Try two free months of MetalMiner’s Outlook Some administrations use military power, but Trump prefers economic pressure to achieve his ends. His latest skirmish is with Turkey — not that many in the U.S. would notice […]
Category: Macroeconomics
Indian Economy Surges But Questions Remain About the Rise’s Longevity
India is booming, the Indians would claim — and who could deny they are doing well? Need buying strategies for steel? Try two free months of MetalMiner’s Outlook The economy grew at 7.7% from January through March, expanding gross domestic product (GDP) to $2.6 trillion, eclipsing France to become the world’s sixth-largest economy. But while […]
Australia is the Bellwether of China’s Economic Growth (Not Copper)
Stock markets in the West react to peaks and troughs on the Shanghai stock market as if the market were a true indicator of the health of the Chinese economy. Shanghai has been down since talk of sanctions has spooked markets in China, Europe and the U.S. Need buying strategies for steel in 2018? MetalMiner’s […]
Investors Watch as Populism Surges in Italy
Last week was quite the week in Europe. Need buying strategies for steel? Try two free months of MetalMiner’s Outlook U.S. readers may only be picking up the roller coaster in Italian politics via the fluctuations in their pension fund share portfolio values, but it is probably no exaggeration to say European democracy has been […]
Productivity is the West’s Conundrum
It is a question we often see on the financial pages of newspapers or news sites, but rarely take time to seriously consider the consequences – why is the West apparently in a period of stagnant productivity growth? Need buying strategies for steel? Try two free months of MetalMiner’s Outlook A recent article in The […]
India is Changing Faster Than Many of Us in the West Realize
India has over-promised and under-delivered on so many fronts over the decades. Need buying strategies for steel? Try two free months of MetalMiner’s Outlook Home of the world’s largest and, despite its young age and huge diversity, still thriving democracy, it has promised growth to rival China. Apart from brief bursts of activity, it has […]
Where is the Next Economic Crisis Coming From?
Be assured there will be a next crisis — there always is, sooner or later. It is the nature of economic cycles that markets get out of balance and have to readjust. That sounds like rather a benign process, but of course we all know there is plenty of pain and many casualties when it […]
Mid-April Metals Analysis: Aluminum, Copper and Nickel Prices Rise, Other Base Metals Fall
Numerous factors weigh heavily on the base metals and commodity complex: the Chinese copper scrap ban, the Section 232 proclamation on aluminum and steel combined with country-specific exemptions set to expire on May 1, the Section 301 investigation, and multiple strikes at copper and nickel mines to boot. After the turmoil of the first few […]
Is the Hong Kong Property Market Going to be the First Casualty of Fed Tightening?
We have been far from alone in issuing periodic warnings about the implications of rising interest rates for a global debt market that is out of proportion to levels seen even before the last recession. Need buying strategies for steel? Try two free months of MetalMiner’s Outlook Fortunately, one of the first test cases has […]
Are Those SHFE Stocks Telling Us the Whole Story?
The state sector has benefited better than most in China from Beijing’s environmental crackdown, which resulted in enforced closure of steel, aluminium, coke, alumina and coal-burning power plants. Need buying strategies for steel? Try two free months of MetalMiner’s Outlook The extent to which the resulting rise in prices benefited domestic aluminum smelters was revealed […]
