Chinese steel mills sentiment still booming

David Llewellyn-Smith

Thursday 20 July 2017

From Macquarie, Chinese steel mill sentiment is still booming:

Orders are good but there is a hint of downturn in the all important construction sectors:

More restocking coming, though it’s mild:

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.