Morgen allen

We beginnen de week met onzekerheid over de Chinese economie. Beurzen gaan negatief uit de startblokken

• http://pragcap.com/is-china-about-to-lead-us-into-a-double-dip

En de druk op een revaluatie van de yuan neemt toe…

• http://economistsview.typepad.com/economistsview/2010/03/paul-krugman-taking-on-china.html

Maar dat werkt slechts averechts (voorpagina FT)

• http://www.ft.com/cms/s/0/d2d18014-2f34-11df-9153-00144feabdc0.html

Veel geruchten dit weekend over een akkoord over Griekenland, later weer ontkend door Duitsland. Deze week zeker meer…

• http://www.ft.com/cms/s/0/d053f3f0-2f96-11df-9153-00144feabdc0.html

Een bearishe analyst over goud (en ETFs):

• http://www.miningmx.com/news/gold_and_silver/ETF-threat-hangs-over-gold.htm

En een bullishe indicator voor aandelen. Komt wel uit de hoek van TA…

• http://www.businessinsider.com/this-is-bullish-market-breadth-is-soaring-to-highs-of-the-year-2010-3

En anders is JP wel bullish: Add to risky assets….

• http://pragcap.com/jp-morgan-add-to-risky-assets-as-uncertainty-fades

Een aantal grafieken over de shipping industry. De conclusie zie ik niet direct, maar dat terzijde

• http://www.businessinsider.com/are-shipping-numbers-masking-a-stealth-commodities-selloff-2010-3

—————————————————————————————————
The information contained in this communication is confidential and
may be legally privileged. It is intended solely for the use of the
individual or entity to whom it is addressed and others authorised
to receive it. If you are not the intended recipient you are hereby
notified that any disclosure, copying, distribution or taking any action
in relation to the contents of this information is strictly prohibited and
may be unlawful. Neither the sender nor the represented institution
are liable for the correct and complete transmission of the contents
of an e-mail, or for its timely receipt.
Robeco Groep NV is registered with the Chamber of Commerce under: 24272679.
—————————————————————————————————