Posts Tagged CommoditiesFile not found. The China-driven commodities super-cycle debate: Nomura edition
Nomura suggests that the per-capita analysis of metal consumption is understating the intensity of metal use in China.End of Commodity Super-cycle? Citi’s Answer
While the intensity of use for various commodities still lags behind, value in use for China has already overtaken most countries.China Economy: A Few Words on Inflation
FAO issued an unusual warning on winter drought in China, which will impact the supply of wheat for the top producer.China Economy: is it actually showing down?
The not-very-leading leading indicator suggests that China economy is slowing down. Whether you like it or not, it seems that China having a bit of stagflation.Are there bubbles in commodities?
We believe there are bubbles in commodities.