BREAKING ALL THE RULES Forum
China Is Disintegrating: Steel Demand, Property Sales, Traffic All Approaching Zero - Printable Version

+- BREAKING ALL THE RULES Forum (http://forum.batr.net)
+-- Forum: Recommended Sites (http://forum.batr.net/forumdisplay.php?fid=350)
+--- Forum: David Stockman's Contra Corner (http://forum.batr.net/forumdisplay.php?fid=341)
+--- Thread: China Is Disintegrating: Steel Demand, Property Sales, Traffic All Approaching Zero (/showthread.php?tid=97818)



China Is Disintegrating: Steel Demand, Property Sales, Traffic All Approaching Zero - Contra Corner - 02-15-2020

China Is Disintegrating: Steel Demand, Property Sales, Traffic All Approaching Zero

We start with China’s infrastructure and fixed asset investment, which until recently accounted for the bulk of Chinese GDP. As Goldman writes in an overnight report, in the Feb 7-13 week, steel apparent demand is down a whopping 40%, but that’s only because flat steel is down “only” 12% Y/Y as some car plants have […] <div class="woocommerce">
<div class="woocommerce-info wc-memberships-restriction-message wc-memberships-message wc-memberships-content-restricted-message">
To access this post, you must purchase <span class="wc-memberships-products-grant-access"><a href="https://www.davidstockmanscontracorner.com/product/monthly-subscription/">Monthly Subscription</a>, <a href="https://www.davidstockmanscontracorner.com/product/quarterly-subscription/">Quarterly Subscription</a> or <a href="https://www.davidstockmanscontracorner.com/product/annual-subscription/">Annual Subscription</a></span>. </div>
</div>



https://www.davidstockmanscontracorner.com/china-is-disintegrating-steel-demand-property-sales-traffic-all-approaching-zero/