RESEARCH AND ANALYSIS

Flack Global Metal’s Reports and Analysis hub provides comprehensive insights from the Flack Capital Markets team into the dynamic ferrous industry, offering real-time, in-depth reports and analytical perspectives. Explore the latest trends, market intelligence, and strategic assessments to stay up-to-date and make informed decisions in the ever-evolving metals sector.

Latest

Jan 30, 2024
Macro Deep Dive Report
According to FED surveys, manufacturing activity has been in contraction territory since May of 2022. Despite this, the “expectations vs reality” index showed that actual activity was consistently surpassing the 6 month forward looking data. Following a bottom in May of last year topline data was trending higher, and in position to transition into expansion territory.
Jan 26, 2024
Macro Report
While manufacturing continues to show an uneven recovery and the labor market continues to cool, robust housing market growth and a strong consumer provide an optimistic outlook for the economy’s overall trajectory.
Jan 25, 2024
Macro Report
The housing market continues to improve, evidenced by a smaller-than-expected decline in Housing Starts, a recovery in Building Permits, and a notable increase in New Home Sales. Additionally, the downtrend in mortgage rates and consecutive weeks of rising mortgage applications indicate increasing buyer interest, giving a positive outlook for the market.
Jan 24, 2024
Fundamental Report
Domestic supply remains surprisingly restrained, while expectations of decreasing US prices are dimming the appeal of Q2 imports.
Jan 23, 2024
Fundamental Report
Domestic production not ramping up as significantly as capacity utilization initially suggested.
Jan 19, 2024
Macro Report
This week’s data showed us that manufacturing activity has not yet rebounded, while housing continues to improve going into the traditional construction season. The labor market remains stable and has yet to signal meaningful cracks that would cause concern of a broader economic slowdown.