Tag Archives | commodity prices

Adjusting Inventories To Lower China Growth

By John Richardson

EXCESSIVE inventory building across a range of commodities in China, including  petrochemicals, continues to worry the blog.

One reason, as we discussed yesterday, might be that traders are in the midst of a liquidity squeeze as a …

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China Credit, Commodities Bubble

By John Richardson

China announced last week that its state-owned banks had lent Rmb1.07 trillion ($172m) in January, which was more than double the amount in December.

Financial markets have taken as evidence that the economic recovery has gained momentum.…

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The Attention Span Of Commodity Markets

By John Richardson

PARTICIPANTS in commodity and financial markets sometimes appear to have very short attention spans.

But they are merely doing their jobs by seeking to stretch out rallies as long as possible through claiming everything that was being …

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The Best Of All Possible Worlds

Source of graph: http://www.businessspectator.com.au/ 

 

By John Richardson

“Candide, the classic novel of the great French writer Voltaire, is a satirical description of a young man who has been taught that ‘everything is for the best in the best of …

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