Saturday, October 30, 2010

Weekend Reading

US economy growing at 2%, below pre-recession level. Calculated Risk
Still riding inventories. David Rosenberg
Consumers still in funk. PMI not. Zero Hedge I, II
ForeclosureGate now hitting sales. Bloomberg
Why this US cycle is different. Econompic
China dependency index. The Economist
China overstretched, overvalued. FT
Clancy Yates is wrong on bank competition.
Terry McCrann thinks we don't get it about China. The Australian
India may ban ore exports. Bloomberg
2011 ore talks underway, demand soft. Reuters
And for those with too much time on their hands, find below a recent IMF report on the spillover effects of China on the world economy:

No comments: