Daily FNArena News - FYI

Weekly musings from your editor.

For once, it was the US following the rest of the world instead of the other way around, with a rally in the Dow spurred by strong rebounds in Asia and Europe.

GaveKal addresses the questions facing nervous investors this week.

Not that US economic data is ever not critical, but this week’s numbers will take on added significance among the headless chooks.

No one wanted to take home their risk for the weekend, as Friday night saw another round of nervous liquidation of positions. Precious metals bore the brunt.

Realistically, a 9% collapse in China A shares should not have triggered yesterday’s global panic. So why did it? And what happens next?

A special, early edition of your editor’s weekly musings: Made in China, but not as you know it.

The computers at the NYSE couldn’t cope yesterday, leading to questions over the accuracy of closing prices.

The Dow Jones Index was down over 500 points at one point last night as the Chinese stock market suffered its biggest fall in a decade.

Recent developments have led investment consultants GaveKal to consider reining in their very strong bullish stance on global equities.