Metals & Mining

July 17, 2022

Has Inflation Shifted to Services, Implying the Impact from Falling Commodity Prices Could be Muted?

By Gordon L. Johnson II

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July 10, 2022

Stimulus Headlines, Fewer Exports, & Big Project Halt Explain Iron Ore’s Price Rally; Will it Last?

By Gordon L. Johnson II

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July 3, 2022

China’s June PMI Bounced, but the Steel Sector Faltered; US Stagflation Quagmire Was Hand Delivered

By Gordon L. Johnson II

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June 26, 2022

US Housing Market Teeters on the Edge, as Higher Home Prices Are Met With Surging Borrowing Costs

By Gordon L. Johnson II

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June 19, 2022

Analyzing China’s Steel Output & Demand, and their Price Implications; US Freight Rates Fell in May

By Gordon L. Johnson II

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June 12, 2022

Analyzing US Inflation and Consumer Sentiment, and China’s Steel Exports and Record Daily Production

By Gordon L. Johnson II

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June 5, 2022

Deflation Is Coming from China, but Investors Should Be Cautious of Any Resurgence in Growth Sectors

By Gordon L. Johnson II

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May 31, 2022

Alarming Trends in the US Housing Market; Celebrating Marginally Softer PCE Prices Misses the Point

By Gordon L. Johnson II

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May 22, 2022

Retail Sales Growth Was Consumed By Inflation; A Shrinking Pool of Tsy Buyers Could Influence Yields

By Gordon L. Johnson II

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May 15, 2022

US Inflation Outlook Has Darkened, but a Record Rolling Increase in the CNY-USD Offers Some “Hope”

By Gordon L. Johnson II

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May 8, 2022

The US Job Market Improved Again, but Is the Momentum at Risk?; China’s Economy Is in Some Bad Shape

By Gordon L. Johnson II

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May 1, 2022

Evidence Suggests U.S. Economic Growth Is Intact, but Risks of a Widening Output Gap Are Growing

By Gordon L. Johnson II

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April 24, 2022

Analyzing 1Q Iron Ore Prod-Sales from RIO-VALE-BHP & What Changes in US Margin Bal. Means for Stocks

By Gordon L. Johnson II

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April 17, 2022

US Inflation Is Getting Worse, but Can a Budding Deflationary Wave from China Help Cool Things Down?

By Gordon L. Johnson II

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April 10, 2022

Drop in China’s FX Reserves and JPY Foretell CNY Depreciation; US Housing Is Cooling More than Estd.

By Gordon L. Johnson II

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