Macro Reading List : 1.16.2011, Hedge Funds bet on China blowup, Whitney Tilson speaks, Barrons Round Table

January 16, 2011

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  • US : Pimco’s position in muni bonds and mortgage backed securities draws speculation that government bailout is in the offing – zerohedge
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  • US : Whitney Tilson’s latest letter – InsiderMonkey
  • Societe General’s Albert Edwards on China Bubble and Emerging Market issues
  • Not only is the market’s favorite EM economy seemingly set to slow rapidly, but the OECD concludes that Brazil is also officially in “slowdown”. India is even worse, being defined as in a “downturn”, as are the Asian big five in aggregate, China, India, Indonesia, Japan and Korea – link. Funny how this news just doesn’t seem to be getting much attention recently amid the runaway EM/commodity euphoria
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  • China : Hedge Funds betting on China blow up – UK Telegraph
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  • China : Corporate Bond yield curve goes inverted, forecasting tightening to quell inflation – bloomberg
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  • China : Lending boom continues unabated in first week of January – Mish
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  • Japan : Japanese debt situation “unhealthy” says fiscal policy minister Yosana – bloomberg
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