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Inflation in China at 15%?
This tidbit, from a report on impressions of conditions in China, via a steel buyer who has been making the rounds in Asia (hat tip reader Michael) is more significant than it appears. High inflation levels in China (and the powers that be seem to get worried when it goes over 11%-12%) is ...
Asset inflation, price inflation, and the great moderation
interfluidity.powerblogs.com — Commenter "reason" asks a question:... (more) Asset inflation, price inflation, and the great moderation
When Will Inflation Really Hit Us?
hf-implode.com — " Most of us are gathered at the station, watching for the Inflation Express to come rumbling... in. But we’ve been waiting for a while now. Just when should we expect the big locomotive to arrive and start pushing the prices of most things uphill We’d all like to know the exact date, of course, ... (more) When Will Inflation Really Hit Us?
Two New Ways to Hedge Inflation With ETFs
Two New Ways to Hedge Inflation With ETFs
etftrends.com — Index IQ has introduced two new exchange traded funds (ETFs) that are intended to provide a hedge... against inflation. The new ETFs offered by Index IQ are: IQ CPI Inflation Hedged ETF (NYSEArca: CPI) IQ ARB Global Resources ETF(NYSEArca: GRES) As ... (more) Two New Ways to Hedge Inflation With ETFs
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China’s land boom goes private
FT Alphaville — ... have been completed by state-supported land developers. By contrast, private property developers have so far lagged behind their government sponsored-counterparts. Hence the bond issues, which will presumably enable a company like Agile to speed up construction and buy more land. In short — China’s private property developers are getting in on what has so far been a largely-state induced land boom. Related links: Country Garden reopens HY bond as buyers beg for more - EuroWeek Inflation in China at 15%? - Naked Capitalism China’s land boom, a datapoint - FT ...

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