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1.Market Observations, 8.Was Sticky

23 Nov 2016 (AFR,LexColumn) – China-led commodities rally about to run out of steam

(23 November 2016, AFR, p23, by The Lex Column)

‘All that Trump campaign chatter about making America great again has done wonders for the US dollar. This past week the greenback hit 13-year highs. Another asset class having a storming year: shares in mining companies. The MSCI world metals and miners index is up 90 per cent from its January low. Yet history suggests the two cannot rally in tandem for long.’

Read more at (might need AFR login access, or try:


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