More than meets the eye: Chinese manufacturers overstocked!

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China’s CFLP manufacturing PMI for April came in at 52.9, down from 53.4 in March. While the figure still indicates further expansion in the Chinese manufacturing sector, it surprised on the downside as it was significantly lower compared to the apparent historical seasonal patterns where April is normally a bumper month. Read on for the implications for commodities, etc. […]






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Barry Ritholtz remains cautiously bullish

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The Daily Ticker’s Aaron Task and Daniel Gross spoke about the market with Barry Ritholtz, money manager at Fusion IQ and author of The Big Picture blog. Despite the recent weakness, Ritholtz remains cautiously optimistic, because that’s been the winning trade since March 2009. […]






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China non-manufacturing PMI surprises on the upside: Expect further rate hikes

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The CFLP non-manufacturing PMI for April surprised on the upside with 62.5, up from 60.2 in March. The number was in line with that of a year ago and right on target with the historical seasonal pattern. In my view the PBoC has no other choice than to press ahead with further stricter monetary policies. […]






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Don Coxe webcast – updated (Friday, May 6, 2011)

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Don Coxe has updated his popular webcast on Friday, May 6, 2011. Click through for the recording . […]






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Rosenberg says April jobs data shows “squeeze” in wages

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David Rosenberg, chief economist at Gluskin Sheff & Associates, talks on Bloomberg Television about the April U.S. jobs report and the outlook for the economy. Payrolls increased by 244,000 workers last month – the biggest gain since May 2010 – but the unemployment rate edged up to 9.0% from 8.8%. […]






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Don’t turn out the lights on commodities just yet

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“Essentially, what happened this week was more of a “technical correction” than a fundamental shift in the long-term dynamics for commodities. The party’s not over for commodities, so don’t turn out the lights just yet. While it’s impossible to predict the future, we think in a month or two investors may look back and see this downdraft as a good buying opportunity,” said Frank Holmes of U.S. Investors in this topical guest contribution. […]






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