Tuesday, December 14, 2010

December 14 links: China's loose credit

China slowdown is end of all. Forbes
China's credit expansion for 2011. Bloomberg
No China rate rise. Bloomberg
US-China trade talks. Reuters
Commodity divergence. WSJ
$US Dollar smashed. Bloomberg
US credit bubble bust cross-section. Global Macro Monitor
Let Europe die. Ambrose Evans-Pritchard
Saving the euro. Wolfgang Munchau
Contagion upish: Ireland, Portugal, Spain, Italy, Belgium, Greece
The derivatives cabal. Felix Salmon
Swan's dud. Henry Ergas
Balancing the Great Straddle. Malcolm Fraser
World economy three way split. The Economist
BHP and China. Stephen Bartholomeusz
Credit Suisse calls more upside for ore. Metal Miner
Copper rocket. Commodity Online

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