China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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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...
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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...
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Silver Is the Latest Chinese Little Short
As we have noted numerous time before, the result of so much money and credit creation is that there is a lot more capital chasing fewer and fewer...
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Dawn of the Scrap Age: Iron Ore and Met Coal Will Suffer as China's Scrap Supply Rises.
The recent rally in bulk commodity miners will end in tears. Iron ore has risen to $60 per tonne from a bottom of $37 in December, with leveraged...
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