Macro Reading List : 1.18.2011, Bullish Sentiment Hitting Extremes, China Plans Another City

January 18, 2011

  • US : Fund Manager optimism hits pre crises levels – Citywire
  • US : Retail sentiment remains at levels associated with previous tops, short trigger trigger eludes – tradersnarrative
  • China : Stratfor on China’s military history and new gumption : Stratfor
  • Europe : ECB purchases of PIIGS bonds are distorting their rate spread to German paper, making CDS pricing a better gauge of creditworthiness. “Our conclusion is that the worst is far from over,” says a fund manager after Portuguese CDS blew to a record last week even as its yield spread
  • China : Apparently, a dozen empty cities wasn’t enough – China plans new eco city for 350k- GreenMuze
    • With population poised to be in decline, why are they building more cities?
  • China : July 2010 – Crises expert Rogoff on china : bloomberg
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