Inflation has begun creeping back into the China’s heating economy, and it was only a matter of time before the government’s hand was forced to tighten exceptionally loose polices. In 2010, a dance between inflation, growth, and government policy will guide Chinese equity markets. Coming into the year growth led the dance with policy and […]
Archive:
HOGS
I mentioned this morning that major snow storms in China could place additional pressure on domestic Chinese food prices. I have since received several inquiries about which companies could benefit from this developing pricing dynamic pricing, and here is one answer: Let me take you back to this article on RealMoney, I published on October […]
This is a very short global macro overview of today’s markets. I do not recommend any of the trades mentioned in this report, but hope they help reinforce your own view or help you generate some news ideas. Monetary policy around the globe remains easy, providing ample liquidity and room for credit growth. Additionally, fiscal […]