Banana Man is at it again in Dalian though he hasn’t added much since last night:
Big Iron is in heaven as markets set up for more rate cuts and a lower dollar while dirt prices rise. BHP is 1%, RIO 2%, FMG 2.4% and at new highs again, WHC 2.3%:
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Big Gas is down as ORG’s stupid float sinks in, selling upstream gas assets while keeping the white elephant is not a good idea. WPL is -03%, OSH -0.2%, ORG -4% and STO -0.7%: