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The latest round of housing data shows residential construction has fallen again, with December housing starts dropping 4.3% below November to an annualized rate of 529,000 units. Although this decline is somewhat deeper than expected, permit extensions increased strongly by 16.7% month on month in December to an annualized rate of 635,000. [...] More on this topic (What's this?) The Most Telling Chart of 2011 (Wall Street Daily, 12/30/11) The Worst Prediction of 2011 (Wall Street Daily, 12/23/11) Farmland Blows Up in 2011 (Wealth Daily, 12/14/11) 
As shown in this post, a closer look at America’s bilateral trading relationships since the deficit high-point in 2006 reveals a significant improvement with many countries, and only a small deterioration with a few others. China – with which the U.S. has its largest deficit – is the conspicuous exception … [...] More on this topic (What's this?) China: Big Changes Coming Soon (Money Morning, 1/10/12) The Madness of Crowds: How to Play Bonds, China, and Gold in 2012 (Money Morning, 1/11/12) What China is Buying Now (Wealth Daily, 1/12/12)
“When Brazil’s central bank meets this week to review monetary policy, there is little doubt now that the authorities will raise interest rates. After having begun a hiking cycle just nine months ago – and then stopping the cycle just months later – the authorities now appear to be on track to resume with a series of hikes,” said Gray Newman of Morgan Stanley in this guest contribution. [...] More on this topic (What's this?) Brazil Points to a New Sovereign Debt Story (Investment U, 1/19/12) Comparison of Poverty Levels: Brazil vs. U.S. (Top Foreign Stocks, 11/7/11) Brazil Looks Like a Buying Opportunity Again (Jutia Group, 1/17/12)
It is only a question of time before the global economy hits this headwind. [...]
By Cees Bruggemans, Chief Economist of FNB. It is an arresting thought, expressed by Jim O’Neill of Goldman Sachs. Could the US in certain respects actually have benefited from its great financial crisis of 2008? The reasoning is that pre-crisis the US was on an unsustainable trajectory. Its [...] More on this topic (What's this?) Three challenges facing South Africa (Wall Street Sector Selector, 11/14/11) Winter Strikes Help Boost This Metal’s Price (Investment U, 8/1/11) South Africa could also do with interest rate cuts (Wall Street Sector Selector, 11/8/11)  By Prieur du Plessis, on January 19th, 2011 posted in: Investment, Markets, Money  2 people had their say - chime in!
Chris Martenson, is an economic researcher and futurist, and creator of the widely-viewed video seminar, The Crash Course, has just conducted a wide-ranging interview with famed investor Marc Faber, author of the Gloom Boom & Doom Report, as reported in this post. [...] More on this topic (What's this?) Out of Answers, Federal Reserve Can Only Offer Empty Rhetoric (Money Morning, 12/13/11) How to Win Bernanke's War on Savers with a 19% Yield (Money Morning, 1/18/12) What did the Fed know? (Wealth Daily, 12/1/11) |
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Baltic Dry Index – sell-off overdone?
Faber: “Bubble” exists in safest bonds
Investor Sentiment: Is this the end of the road for the rally?
Monetary policy: Week in review (Jan, 2012)
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