developed markets

Happy Friday. Here's a quick gold-level note note on what I think is going on in the markets and the economy right now that I am making freely available. Turning to the paradigm I set out in 2009, the following points frame the secular…

A fall in commodity prices increases the potential for financial market disruption and non-performing loan problems in China.

You have strong growth in emerging markets offset by weaker growth in the developed economies. Who wins this battle? For now, EM is winning and that is bullish for commodities over the near-term.

The easy stance of developed economy central banks is driving money into emerging markets and fostering the accommodative stance of those central banks, fearful of more hot money flows or currency appreciation. Easy money in the face of…

By Claus Vistesen As the debate between the inflationistas and deflationistas appears about to rev up again, I thought that I would try to put pen to virtual paper and sketch out my thoughts on the matter. The specific catalyst for…

By Claus Vistesen One of the main investment and trading themes crystallised during Q4-10 was the move out of emerging markets and into developed markets. As with all themes, it started as a contrarian misfit moving against the truck loads…