Can China save iron ore this time?

David Llewellyn-Smith

Monday, 20 March 2023

The latest activity indicators from Goldman show a decent recovery. Mobility is the big winner:

The infrastructure pump is going flat-out still:

Property, energy, and car sales have eased:

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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.