Two from Australia's MacroBusiness.
Monday August 12, "Chinese deflation deepens":
....There [sic] there is domestic demand:
Chinese deflation is a feature, not a bug, of its new economy.
And "Iron ore primed to crash" (also August 12):
....Both rebar and HRC futures are in free fall:
The weakness has crushed steel margins:...
He has been calling out the weakness in rebar for months.
