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Category Archives: COMMODITIES
CHINA INDUSTRIAL AND POWER OUTPUT SLOW DOWN
China’s industrial output is facing various impacts from the government’s efforts to reduce energy consumption and pollution, regulate local financing platforms, and measures for cooling the property market. In June, value-added output from large scale industries increased 13.7 percent from … Continue reading
Posted in ***CHINA WATCH, COMMODITIES, China economy, ECONOMY
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China’s car dealers cut prices as sales slow
China’s appetite for cars has slowed and Zhu Dongwei, an auto salesman in the central Chinese city of Zhengzhou, is doing all he can to whet it. Customers at Zhu’s General Motors Co dealership get a 14 percent discount, a … Continue reading
Posted in ***CHINA WATCH, COMMODITIES, China economy, ECONOMY, automobiles
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WHAT IS DR. COPPER THINKING?
o It is not that bonds and copper always have to sing from the same song sheet; they don’t have to. It just makes for an easier interpretation when they do. o The wider the gap between Treasuries, which portray … Continue reading
Posted in ***RECOVERY WATCH, COMMODITIES, ECONOMY, INTEREST RATES, bonds
Tagged copper
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GOLDMAN SACHS GLI WEAKENS FURTHER
The Global Leading Indicator (GLI) is a Goldman Sachs proprietary indicator that is meant to provide an early signal of the global industrial cycle on a monthly basis. The Advanced GLI reading, released mid-month, uses the latest available data to … Continue reading
How Big A Worry is the Baltic Dry Index?
(…) Sure, the index — an indication of the daily rate for a ship carrying dry bulk goods such as grain, coal and iron ore — has collapsed. Through Friday, it has fallen 30 straight days. And since its recent … Continue reading
Posted in ***RECOVERY WATCH, COMMODITIES, ECONOMY
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China June Exports Up 43.9%
China June exports were up 43.9 percent to 137.4 billion dollars while imports were 117.37 billion dollars, up 34.1 percent year on year, resulting in a total trade value of 254.77 billion dollars, the GAC said. The June exports increased … Continue reading
How Weather, On Land and Seas
The weather has moved back to centre stage and all along the eastern seaboard the temperatures will be uncommonly high and rising. All the way from eastern North Carolina north to Boston the temperatures will put 100F too test, with … Continue reading
Posted in COMMODITIES, ENERGY, Natural Gas
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China June passenger-car sales growth slows to 10.9%
This is the third consecutive monthly decline following explosive growth early in the year. Production has outpaced sales by 1.3M units during the first half. We are currently in the seasonally soft period for car sales. China’s passenger-car sales growth … Continue reading
China June Power Demand Growth Slows Sharply
Another sign that China growth has slowed in Q2. China’s power consumption growth in June slowed down sharply, as power use in the country’s heavy industry trended lower, the Shanghai Securities News said on Monday. Growth in June power consumption … Continue reading
Tony Boeckh: Still Positive on Risk Assets
Tony Boeckh: The recovery is intact, but will slow significantly and remain uneven, with risks to the downside. with so many G20 countries with unsustainable fiscal positions, the risk of contagion is high. this is an untested economic environment with … Continue reading
China’s April LEI Gain Revised Sharply Lower
The Conference Board made a HUGE calculation error last month. Actually, even though the Chinese and commodity markets have reacted negatively to the revised data, there is a silver lining here: the downward revision is in the Total Floor Space … Continue reading
Baltic Dry Index Down 17 Days in a Row
Since making a short-term peak on May 26th (about a month after equity markets peaked), the Baltic Dry Index has declined for 17 trading days in a row and fallen 38%. The index has now just made it down to … Continue reading
Posted in ***RECOVERY WATCH, COMMODITIES, ECONOMY
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