Bearish sentiment toward China, equities and commodities is clearly justified in the wake of ongoing evidence of slowing in China, consistent deflationary signals from the crude oil and copper markets, and weak global shipping rates.
Prospect of a Global Currency War is On the Rise
On one hand the Chinese currency debacle has tripped up sentiment, but on the other hand the markets have not shown progressive anxiety, and the shelf-life of the crisis appears fairly short.
Strong Dollar, Burdensome Commodity Supplies
The challenges for physical commodities are slack global demand, the Dollar remains strong and commodity supplies are generally burdensome.
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What Will Keep China From Becoming the Next Global Headwind?
This Week’s Economic Outlook
Once again it appears that deflationary sentiment has reached an excess level with respect to physical commodity pricing.
Near Term Gains, Deflationary Action Keeping Pressure on Commodities
Despite the best efforts of the left, right and center factions in Greece, the situation there should drift from being a major influence on international financial markets to a second page, sad, social event.
Uncertainty Toward Financial and Economic Conditions Has Reached a Crossroads
We have to predict a major agricultural and financial juncture just ahead.
Global Recovery On the Horizon
We think that a September US rate hike is off the table because of a lack of definitive forward progression in the US jobs sector. The unending Greek saga combined with a rising Dollar has created enough headwinds to keep the Fed on the sidelines until later in the year.