Posted by & filed under Daily Intelligence Briefing, Events, Hedge Fund Assets.

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Daily Intelligence Briefing for July 28th

Today’s Issue Cluster: Metals 

  • US steelmakers are getting more protection against an import “tsunami”
  • Iron ore prices continue to fall and production is still up
  • China’s steel association is “plain lying” about slowing output that is really contracting
  • Industrial metals soar while gold languishes 
  • Gold miners are more efficient and are outperforming the commodity lately
  • Palladium’s rising costs mean demand may shift to platinum
  • The world’s largest platinum producer is selling mines in South Africa
  • South Africa is open to changing its laws to reduce strikes
BASE METALS ARE BETTER THAN GOLD
Source: Bloomberg, McAlinden Research

 

Best of the Rest
Ukraine - Europe Toughens Stance against Putin
Mobiles - India prepares for ‘big bang’ in smartphone use
TTIP - US-EU trade talks sour amid chlorine chicken fears

Major Data Points

US – Jun: Pending home sales unexpectedly fell; -1.1% m/m / R / WSJ / B 

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McAlinden Research Partners, a division of Catalpa Capital Advisors, provides daily, weekly, and other periodic reports that identify actionable investment themes early. As students of change, we specialize in the identification of critical inflection points for asset classes, industry groups, and other clusters of securities. MRP reports complement the individual investment styles of clients by guiding them to where they can find investment opportunities. MRP clients include pension funds, sovereign wealth funds, private banks, asset managers and wealth advisors from around the world. Disclaimer: The information provided in this presentation (the “Report”) is not to be reproduced or distributed to any other persons. This Report has been prepared solely for informational purposes and is not an offer to buy/sell/endorse or a solicitation of an offer to buy/sell/endorse Interests or any other security or instrument or to participate in any trading or investment strategy. No representation or warranty (express or implied) is made or can be given with respect to the sequence, accuracy, completeness, or timeliness of the information in this Report. Unless otherwise noted, sources for public data include Bloomberg, Trading Economics, and FRED (Federal Reserve Bank of St. Louis Economic Data). McAlinden Research publishes daily, weekly, and other periodic reports on the economy and the markets. Catalpa Capital Advisors, LLC (CCA) is a Registered Investment Advisor which manages client accounts. References to specific securities, asset classes and financial markets discussed herein by McAlinden Research are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. Securities discussed in the Report may or may not be held in accounts managed by CCA and/or its associated persons, and changes in those accounts may be made at any time without notice to its subscribers. Neither McAlinden Research nor CCA is under an obligation to inform research recipients if any accounts managed by CCA subsequently purchase or sell securities discussed by McAlinden Research and they do not anticipate providing such information.

 

 

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