Comments on: Baltic Dry Index – more than a snap-back rally http://www.investmentpostcards.com/2009/06/05/baltic-dry-index-%e2%80%93-more-than-a-snap-back-rally/ Prieur du Plessis’s international investment blog Sun, 29 Jan 2012 22:06:48 +0000 hourly 1 http://wordpress.org/?v=3.1.1 By: Simonhttp://www.investmentpostcards.com/2009/06/05/baltic-dry-index-%e2%80%93-more-than-a-snap-back-rally/comment-page-1/#comment-12684 Simon Mon, 08 Jun 2009 10:49:34 +0000 http://www.investmentpostcards.com/?p=6439#comment-12684 I'm a perennial fan of the a new decoupling theory. The trouble is that western markets must still be very important for trade in emerging markets. So how can sustainable growth occur if important western economies are so heavily debt hampered?What have we had? Six months of commodity inflation and three months of stock price inflation in western markets. I'm not convinced the worst is over. I’m a perennial fan of the a new decoupling theory. The trouble is that western markets must still be very important for trade in emerging markets. So how can sustainable growth occur if important western economies are so heavily debt hampered?

What have we had? Six months of commodity inflation and three months of stock price inflation in western markets. I’m not convinced the worst is over.

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