• Global Manufacturing Slips Back Slightly In March 4 Apr 2011
• Manufacturing Sector Demonstrates Global Recovery 3 Jun 2010
• Global manufacturing continued its expansion In January 3 Feb 2010

• A shift to Eastern Europe and emerging markets too 21 Oct 2008
• Emerging Markets Continue To Outperform Developed Markets 11 Aug 2011
• Emerging Markets On A Tear; Uruguay Latest Upgrade by Moody’s 8 Dec 2010

• Full text: Moody’s places Belgium’s Aa1 ratings on review for possible downgrade 7 Oct 2011
• Full text: Moody’s downgrades Italy’s government bond ratings to A2 with a negative outlook 4 Oct 2011
• Full text: Moody’s downgrades Spain’s government bond ratings to A1, negative outlook 18 Oct 2011

• Big Mac Index: Europe overvalued, Asia undervalued 19 Jul 2009
• What to Make of Swiss Franc 1 Apr 2010
• The U.S. Dollar is now at parity with the Swiss Franc 25 Nov 2009

• On Economic Boom in India and other links 15 Aug 2010
• Is There A Global Economic Slowdown In The Works? 12 Jul 2010
• Economic Themes at the Start of 2011 3 Jan 2011

• Mexico Central Bank Turns A Bit Hawkish 4 Mar 2011
• U.K. central bank does not follow Fed to ZIRP 17 Dec 2008
• Brazil Central Bank Likely To Tighten In January 30 Nov 2010

• Are the BRICs decoupling? 13 Oct 2010
• Do BRICs (and Germans) Eat PIGS? 3 Feb 2009
• Too big to rescue 15 Feb 2009

• Thoughts on G-7 Statement on ‘Concerted Intervention’ to Sell Japanese Yen 17 Mar 2011
• EM Vulnerability Table Shows Divergences In Fundamentals 28 Jan 2011
• How to Think about Currency Intervention Risks 14 Jul 2011

• India and Brazil: Inverted Yield Curves 9 Jun 2011
• Leading PIIGS to Slaughter 10 Mar 2010
• Is the yield curve about confidence fairies or inflation and interest rates expectations? 19 Jul 2011

• Emerging Markets Continue To Outperform Developed Markets 11 Aug 2011
• Mobius: Still bullish on Emerging Markets 23 Sep 2009
• Pimco: Emerging Markets Will Outperform 16 Dec 2010

• Barton Biggs: “I was wrong yesterday in the thinking we were in the process of making a bottom” 4 Aug 2011
• Kass: Stocks Have Hit Bottom For Year; This Must Be The Place 8 Jul 2010
• Are the markets reaching the bottom? 10 Oct 2008

• Forexblog – Q&A on Macroeonomics, FX and all the Rest of It 10 Jun 2010
• Another look at my 2008 predictions 8 Oct 2008
• China: reflation play spells trouble for rest of the world 3 Nov 2009

• Meet the Press, Mr. Bernanke 27 Apr 2011
• Sell Bernanke and the U.S. dollar; Buy gold and silver 13 Dec 2010
• Just What is Bernanke Up To? 11 Nov 2010

• Resource prices inflation to hit resource producers 13 Jan 2011
• Rising economic nationalism 12 Apr 2011
• Economic nationalism and GM’s decision to keep Opel and Vauxhall 5 Nov 2009

• Links: 2010-04-28 Greece Goldman Greed (and Fear) 28 Apr 2010

• Marc Faber on passing the baton to emerging economies 15 May 2009
• The emerging markets crisis 11 Nov 2008
• Emerging Markets will be tested by inflation 23 Jun 2008

• Hellmeyer Interview Part 2: The uber-bullish case for the global economy and real assets 8 Dec 2010
• Investing Like It’s The Sure Thing? 5 Jun 2010
• The Seven Immutable Laws of Investing 23 Mar 2011

• What caused the crash? 6 May 2010
• Could central banks cause a crash? 18 Jun 2008
• The crash is happening! 15 Jul 2008

• Brazil Raises IOF Tax On Fixed Income Again, Warns Of More Capital Controls 18 Oct 2010
• Hard landing possible as Chinese inflation spirals ‘out of control’ 11 Apr 2011
• More Emerging Markets Countries Mulling Capital Controls 21 Oct 2010

• The U.S. has been in recession for one year 1 Dec 2008
• Another Perfect Recession Indicator 8 Jun 2008
• Chart of the day: unemployment as a recession indicator 12 Sep 2008

• India, Brazil, Mexico Update 24 Sep 2010
• India and China: Will the Tortoise May Pass the Hare? 7 Dec 2010
• India Booms 31 Aug 2010

• Obama wins debate 8 Oct 2008
• Iran: Ahmadinejad wins, violence erupts on the streets 13 Jun 2009
• The Federal Reserve is Not Going QEII Until After the Election 27 Sep 2010

• The protectionism bogeyman 24 Sep 2009
• More on China, Trade and Protectionism 11 Jun 2010
• On China, Protectionism and Trade and Other Links 11 Jun 2010

• Has oil’s demand destruction already arrived? 12 Apr 2011
• US Airways says speculators caused oil price rise 25 Jul 2008
• Refiners as proxy for demand: layoffs for first time at Valero 8 Sep 2009

• Jim Rogers is still bullish on commodities 15 Jan 2010
• The Commodities Con 5 May 2010
• This is what a commodities crash looks like 5 May 2011

• BBH CurrencyView: Risk Off Trade Back On, Euro In No Win Situation 14 May 2010
• Win Thin: More On Brazil And Korea Currency Controls 5 Oct 2010
• Dollar Softens Modestly In Thin Holiday Trading 31 May 2010

• BBC: Why you should care about the ‘currency wars’ 10 Nov 2010
• Currency Wars To Be Feared—Not Celebrated 7 Oct 2010
• Currency Wars: A View from the Trenches 10 Oct 2010

• Emerging Markets will be tested by inflation 23 Jun 2008
• ECB Rate Outlook Still Dominates Currency Markets 7 Mar 2011
• Latest Pressure in Emerging Markets for Rate Hikes in Indonesia 3 Aug 2010

Developments in EM over the past couple of weeks suggest to us that EM policy-makers are finally starting to “get it” with regards to inflation and a strong currency. This is a welcome, if somewhat tardy shift. In recent months, EM policy-makers were simply trying to do too many things with not enough policy tools, and so we are heartened by what appears to be baby steps towards an orthodox response to rising inflation; namely, hiking rates and accepting a stronger currency. Many have tried to rely more on so-called macroprudential policies in order to avoid the rate hike/strong currency path, but these are generally been recognized to be failing.

• Asian Policy-Makers Face Dilemma Of Too Many Targets 5 Jan 2011
• Policy Uncertainty To Weigh On Turkish Lira 13 Dec 2010
• March Madness: Policy Risks for Global Investors 27 Feb 2011

• India, Brazil, Mexico Update 24 Sep 2010
• Strongly Rising Inflation in Brazil and Chile, Elections in Peru 11 Apr 2011
• Brazil Inflation Report Signals Rate Hike In January 22 Dec 2010

• Bill Gross on fiscal profligacy and dumping the negative real yields of treasuries 31 Mar 2011
• US inflation at 17 year high 14 Aug 2008
• Sell Bernanke and the U.S. dollar; Buy gold and silver 13 Dec 2010

• Latam Update: ABC–Argentina, Brazil, Chile 11 Aug 2010
• Egypt Vulnerabilities Rising As Reserves Plummet and Inflation Takes Flight 7 Mar 2011
• Brazil Inflation Report Signals Rate Hike In January 22 Dec 2010

• Is Japan next on the road to quantitative easing? 16 Jan 2009
• Faber: The Fed will continue to be behind the curve 8 Apr 2011
• More curve flattening in China as manufacturing weakens 1 Jun 2010