Tag Archives: Soft Landing

Risk 2011: Fate of Commodities in China’s Hands

We begin our analysis with a little perspective on how we view the crisis.   The pre-crisis global aggregate demand was primarily driven by an over leveraged U.S. consumer, who was spending “fake wealth” created by a housing bubble financed by … Continue reading

Posted in Black Swan Watch, China, Commodities, Credit, Crude Oil, Equities, Monetary Policy, Sovereign Risk | Tagged , , , , | Leave a comment