Iron ore has its Wylie E. Coyote moment

Tuesday, 26 March 2024

Goldman reports from on the ground in China.

We recently hosted our 1H24 China commodity trip.

The feedback suggested very weak activity on the ground as of mid-March, with construction presenting the most negative picture.

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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.