This column titled “A good example of dealing with macro problems using micro tools” was published by VoxEU under the title “China’s price problems are a monetary problem”.
In the view of Barclays Capital any price dips in commodities are buying opportunities as underlying trends continue to support higher prices in the future.
Russia is continuing its investment diversification away from the US dollar by now nibbling at the Canadian dollar, and the Aussie is next in the sights.
A brief look at important company events and economic data releases next week.
Barclays Capital’s fair value model for copper suggests a recent sell-off has the metal undervalued.
A glance through the latest expert views and predictions about commodities with arguments in favour of both copper and aluminium prices and a review of recent Chinese trade data.
Opinion pages and financial blogs have been going wild with visceral criticism of Ben Bernanke, the Fed, and its latest policy ploy. Is it justified?
National Australia Bank has reviewed the gold, oil and bulk commodity markets, while offering its forecasts for coming quarters.
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Investors should not doubt: China is firmly in tightening mode, argues GaveKal. More restrictive actions are in the pipeline.