| Short iron ore, avoid rare earths, steer clear of alumina and time to worry about zinc going off the boil — quite a week on the commodities front. A quick check on the mood as gauged a year ago by Pure Speculation shows that not all that much has changed in the past 12 months.
In mid-2014 we dismissed the “happy days are here again” mantra from many of the more bullish forecasts, adding that “yes, things have improved, but not nearly enough to guarantee we shall see sustained and balanced growth”. And there’s still a way to go before we see such improvement...............................................Full Article: Source
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