Macro Reading List : 1.24.2011 : Who Rising Food Prices Hurt the Most, Case for the Euro, World Turmoil Increases

January 24, 2011

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  • Global : Top 25 countries most hurt by rising food prices – businessinsider
  • US : Valuations appear reasonable : munkee
  • EUR : Dian Chu makes case for stronger Euro (after a huge move of course) – businessinsider
  • EUR : Irish Government forced from office amid unpopular catering to banks – palmbeachpost
  • China : Oldie, but worth rereading – Chanos Vs China – fortune
  • Turkey : Banks surged 330% amid surging loans and properties, but cracks emerging – bloomberg
  • The lag between spot food price and shelf food is 7 months on average, says Goldman
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  • Rewatching Jeremy Grantham’s interview
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