Commodities

China’s Belt and Road Runs Aground in the Philippines

President Rodrigo Roa Duterte and People’s Republic of China President Xi Jinping shake hands prior to their bilateral meetings at the Great Hall of the People in Beijing on October 20. Photo by King Rodriguez/PPD, cc Philippine government, modified, https://commons.wikimedia.org/wiki/File:President_Duterte_handshake_with_President_Xi.jpg

Lacking the mega-projects seen in mainland Southeast Asia, Beijing’s infrastructure plans in the Philippines have been noticeably smaller in scale and focused more on local connectivity.

Is the Post-COVID Party Over for Iron Ore Prices?

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Iron ore prices are now down approximately 57% from their May highs, with the sell-off accelerating heading out of the weekend. At one point on Monday, prices had shed another 11.5% in Singapore trading…

Global Forecast (9-20-2021)

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France withdraws ambassadors over AUKUS, Canada heads to the polls, and the Federal Reserve prepares to show its hand on bond tapering.

Timeline: The Downward Spiral of China-Australia Relations

Prime Minister and Andrew Robb signing the Free Trade Agreement with Chinese President Xi and Minister for Commerce Gao Hucheng., 2014, cc Department of Foreign Affairs and Trade website – www.dfat.gov.au, modified 0 https://commons.wikimedia.org/wiki/File:Abbott_and_Robb_signing_the_Free_Trade_Agreement_with_Chinese_President_Xi_and_Minister_for_Commerce_Gao_Hucheng_November_2014.jpg

Chronicling the events that led to the present low point in China-Australia relations.

Europe’s Energy Crisis Goes from Bad to Worse

cc ruben van eijk, Flickr, modified, https://www.flickr.com/photos/073/3163309842

Record-high natural gas prices have European consumers hoping for a mild winter.

Nickel Prices Recover, Seek Out New Highs

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Supply concerns seem to be trumping fears of technological disruptions, with an EV-driven demand boom looming on the horizon.

Global Forecast (9-13-2021)

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Russian elections, a US angle on the Guinean coup, and a financial crisis in Sri Lanka.

ECB Moves to Scale Back COVID-Era Bond Buying

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Citing improved growth and rising inflation, the ECB moved to scale back its bond purchases. But don’t call it a taper.

Guinea Coup: Geopolitical Repercussions Abound for Chinese Industry

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A military coup in one small West African country risks significant economic repercussions for China.

Russia Central Bank Sounds Alarm on Inflation

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The Bank of Russia’s latest monetary policy forecast raises a novel possibility: What if the present inflationary trend isn’t temporary at all?

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