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Emerging Markets: What has Changed

  1) China stimulus continues 2) India reform efforts are being stymied 3) Brazil’s fiscal outlook has worsened after the lower house passed …

Why the U.S. should support the AIIB

While many fear China’s rise and emerging power in international institutions, the AIIB represents a unique opportunity for the United States. While it’s …

China Freight Index Plunges to Multi-Year Low

If trade is a reflection of global demand, and if shipping rates are a reflection of the supply of ships by carriers and …

Monday Madness – Weak Chinese Data Spurs Stimulus Hopes

Chinese manufacturing keeps contracting. A 48.

Dollar Rout Narrows to Euro Correction

The broad-based dollar sell-off this week has considerably narrowed.  The dollar’s losses have become move concentrated in the post-FOMC sessions with just the euro …

China: Lender of First (and Last) Resort

Contemporary political analysis, though firmly focused on the yet to be created AIIB, should be equally as focused on the poorly covered Chinese …

‘Dollar’ Coming Back Into Focus

By Jeffrey P. Snider  The FOMC statement changes seem to have initiated knee-jerk reactions undoing the interpretations of the March statement.

A Mini Bubble Going Exponential in China

On April 16, the Shanghai Composite stock index rose 4.4% and Hong Kong’s market went up 7.

China Stock Mania’s Global Risk

The Chinese stock markets have been rocketing higher in a popular speculative mania.  New Chinese investors are flocking to their local red-hot markets, …

Friday Never Happened – ”Because of China”?

         Nonsensical Reasoning is Concocted to “Explain” Day-to-Day Market Moves We were wondering what could have triggered today’s move in …

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