Edward Meir's Week in Review for AMU: Dec 15, 2025
Base metals ended mostly lower last week as many complexes were quite overbought and arguably due for a correction.
Tag: Federal reserve
Impressions of the Fed's December rate cut and Chair Powell's remarks
This piece examines how markets responded over the past 24 hours to the Federal Reserve's latest rate cut, tracking shifts in metals and money markets following Chair Powell's comments.
Consumer auto delinquencies: Warning sign for consumer health?
Rising auto delinquencies amid stretched loan terms may be early warning signs that household finances and retail spending are reaching their breaking point.
Quarterly tariff cycle: Section 232 inclusions reopen... again
Section 232's recurring inclusions, layered alongside overlapping and contested tariff regimes, have turned aluminum trade policy into a rolling mechanism that boosts GDP on paper, stokes inflation in practice, and leaves buyers navigating uncertainty as the only constant.
Aluminum futures volatility fuels uncertainty for the recycled metals market
Watching markets alone isn't enough anymore; now we have to dive into the macro level!
Fed's move to slash interest rates is poised to boost scrap
Net growth in job creation correlates to increased steel consumption, and of course, more scrap demand, as recycled metals serve as the primary feedstock for steel production.
Week in review: An eerie calm, trade protectionism and more
A look at what happened last week to start your day.
Week in Review: Steady prices, construction surge and global uncertainty
What's influencing the market and shaping industry outlooks?
Week in review: Tough road through September
Market movements and economic highlights to start your week.
Week in Review - August 25, 2024
Powell confident inflation is dropping, labor issues on the rail line and more