Relief rally in emerging markets

The emerging markets crisis has died down recently and we are resuming a normal bull market. That is bearish for gold. But when the emerging markets crisis heats up again due to the Chinese slowdown, a flight to safety will occur again.…

News: 2014-04-01

March manufacturing growth highest in three years - PMI - Independent.ie Eurozone unemployment refuses to budge from near-record highs - FT.com Manufacturing still 'too reliant' on domestic demand - Telegraph This makes no sense…

Economic and market themes: 2014-03-28

The West has accepted Crimea’s annexation and will likely only increase sanctions if Russia goes further The Ukraine – IMF deal will put the Ukrainian economy through the wringer Russia’s economy is going to tank due to capital flight…

News: 2014-03-28

Technology BlackBerry Surprises With Fourth Quarter Results | TechCrunch Roku Will Be Your Future TV’s Operating System Bitcoin ID Verification Streamlined With Jumio's BISON Microsoft Paid Up To $150M To Buy Wearable Computing IP…

The Chinese credit crisis gets messy

No one has denied that China was overdue for a credit shakeout due to the Chinese government’s desire to stem excess credit growth as the economy rebalances. The question has always been about how much of a shakeout Chinese policy makers…

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