Archives for Macro - Page 11

Breakfast with Lloyd: Mr Blankfein and Macro Matters

I had breakfast last Friday with Mr Lloyd C. Blankfein, Chairman and CEO of Goldman Sachs since 2006.  I should mention that there were a few others present. The Australian’s Andrew White referred to the breakfast as “a room full of board and investment banking luminaries”, not sure where I…

China: Regaining its Rightful Place?

Listening to commentary about China’s woes, there seems to be a sense that China has done its dash and will move to slow or no growth. While this may be so, it flies in the face of the historic record. China has been the world’s largest economy for most of…

Reshoring Goodbye China – Hello America

Reshoring is a trend (and topic du jour) that has been underway for a couple of years, particularly between China and the US. It is a term that has been coined to describe the trend for a country’s manufacturing operations that have previously been moved offshore, to be returned home,…

Chinese (lack of) Steel Demand

Notwithstanding today’s (perfectly engineered soft-landing) Chinese GDP of 7.6% for the year-on-year June quarter, things are not looking too bright for the Middle Kingdom in the steel space. This, in turn, should be causing considerable consternation among the exporters of coking coal and iron ore. The Epoch Times reports that China’s…

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