Newsletter & Studies
what moves the industry.
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The dollar is dead, long live the dollar
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美元已死,美元万岁
After a very meagre 2025 for the industry and the steel and stainless-steel sector – it can certainly be described as one of the most challenging of the last 25 years – there were signs for recovery at the start of the year. Since the 28th February 2026, however, the question is whether…
It all began with the tulip bulb
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一切始于郁金香球茎
In the Netherlands of the 17th century, the investors already had to learn the difficult lesson that investments do not necessarily always move upwards in a linear way. It can be read that in 1637 the tulip bubble burst spectacularly after the price of a single tulip bulb had reached the same value as a…
A healthy scepticism never did any harm
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保持理性审慎始终无害
For some time now, the nickel contract on the London Metal Exchange (LME) has led a shadowy existence. It had more or less completely disappeared from the focus of investors. In 2025 prices had at first only known one direction, the…
“Never trust a demo”
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“不要仅凭演示判断AI能力”
It really is high time – and not only because it is almost Christmas – that at least even a few of the challenges facing the global economy are resolved. Unfortunately, this is just not happening. It is more likely that in 2026…
The devil takes the first and the last
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说得容易,做起来难
At the moment very large organisations and corporations in particular are having problems in the very volatile and non-transparent economic environment to switch from long-term, …
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