Final Thoughts
Final Thoughts
Written by Brett Linton
June 5, 2015
You have 23 days (as of today) to take advantage of our early bird special registration rates for the SMU Steel Summit Conference which will be held on September 1 & 2, 2015. For our regular customers (subscribers) when you take the early bird special rate and include the $100 per person discount given to member companies the price quickly drops from $1200 per person to $900 per person. We encourage those of you who are planning on attending to register early, and then convince others within your company, suppliers or customers to join you in Atlanta.
I will be in New York City beginning tomorrow late afternoon (Monday) as I will be attending the Bank of America Merrill Lynch dinner and other events surrounding the Steel Success Strategies conference. I will be in NYC through Wednesday afternoon. If you would like to meet with me while I am in NYC you can email me: John@SteelMarketUpdate.com or text me: 770-596-6268. I will also be around the Sheraton Hotel off and on as I go from meeting to meeting.
As always your business is truly appreciated by all of us here at Steel Market Update.
John Packard, Publisher
Brett Linton
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Final Thoughts
We’ve talked about tariffs ad nauseam for much of the year. And I’m afraid this topic isn’t going away anytime soon. There’s a feeling that the tariff “can” will just be kicked down the road again and again, and again.
Final Thoughts
Can technology help with pig iron and DRI/HBI tariffs?
Final Thoughts
Tariff-related noise aside, there is one basic factor keeping buyers on the sidelines. Despite recent declines, HR prices remain at historically high levels. And there is no obvious support to keep them there.
Final Thoughts
United Airlines raised eyebrows earlier this month when it provided two forecasts for 2025 – one assuming a relatively stable economy and another assuming a recession. The reason? Uncertainty around the impact of President Trump’s policy shocks on the broader economy. And it sometimes feels like we’re seeing a battle between those two narratives (stable vs recession) play out within in the pages of this newsletter.
Final Thoughts
Despite some scary headlines lately (especially about Trump potentially firing Fed Chair Jerome Powell) this is not October 2008 (financial crisis) or March 2020 (onset of the pandemic). But it sure seems like we’ve taken a relatively strong economy and poured a thick sauce of uncertainty over it.