A little something to read during the 7th-inning stretch. Go Giants!
China
China’s economy buoys super-spenders – CNTN
China’s household wealth to double by 2015 – Reuters
China Sold the Most Japanese Debt on Record in August – MoneyNews.com
Commodities
Commodities: self-defeating rally? – FT
Corn, Soy, Wheat Prices Surge as U.S. Cuts Supply Outlook – Bloomberg
The Crowd Around the Gold Counter – NY Times
Soaring prices threaten new food crisis – FT
Currency
Brazil Real Closes Stronger As Inflows Overwhelm Bank Measures – WSJ
China May Accelerate the Appreciation of Yuan as Economy Slows – Bloomberg
Currency concerns dominate IMF meetings- FT
Dollar Falls Below 82 Yen for First Time Since 1995 After Cuts in Payrolls – Bloomberg
Finance Chiefs Seek to Soothe Not Solve `Currency War’ at IMF – Bloomberg
Emerging Markets
Brazil Economy Set to Pass Italy in 2011 to 7th Largest in World – Latin Business
Meirelles Says Brazil Will Protect Economy, Real From Inflows, Imbalances – Bloomberg
Mexico Is Building More Dollar Reserves Than Expected – Bloomberg
Flows
Emerging markets stock fund flows at 33-month high – Marketwatch
New Patterns of Investment in the Global Economy – State Department
QE2 Driving Emerging Markets – Barron’s
Global Economy
The world economy’s quest for growth – Economist
Inflation/Deflation
Chilean Inflation Quickens, Bolstering Interest Rate Increase Expectations – Bloomberg
India 10-Year Bond Yields at 3-Week High on Inflation Concern – Bloomberg
Inflation pressures ease in September: ECRI – Reuters
Prices of 300 consumer commodities jump on the Hanoi market – Vietnam Business
SNB’s Hildebrand Says Risk of Deflation Was Averted in June – Bloomberg
Monetary Policy
Fisher Says Further Fed Easing Is Not a `Done Deal’ – Bloomberg
Fed to venture into the unknown as QE2 looms – FT
Global monetary policy coordination needed: EU’s Rehn – Bloomberg
It’s the Money, Stupid – Weekly Standard
Sovereign Risk
EU’s Rehn Says Ireland, Greece Will Not Restructure Debts – Bloomberg
Trading/Investing
7 Of The Worst VC Investments Of All Time – Focus
‘Bernanke put’ risk for shareholders – FT
Investors wait for official word on easing – FT
‘QE2’: How to Invest in Manipulated Markets – The Street
The Search for Intelligent Yields – Barron’s
