Inside the iron ore ice age

David Llewellyn-Smith

Tuesday 26 November 2024

SHFE and SGX are range trading. My hope is we get some tariff front-running blow-off to short.

CISA output has rolled over, but I expect a strong end to the year on tariff frontrunning.

Before the ice age returns. It is huge and slow moving.

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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.