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Monday, June 16, 2014

DON'T DO IT, LANA! WE LOVE YOU!: here's what you need to know


Here's the Monday morning news:

Calculated Risk - here's what the Fed will do. OK? So no surprises. So no goddamn hammerblow torque to the markets is necessary.

BI - emerging market debt seems risky. Again, the very basic fact is that a DM bull causes an EM bear, and this article explains exactly why.

Reformed Borker (Bork Bork Bork!) - here's where the inflation is. He links to the above BI article. Josh must read my blog, because I've been explaining that inflation is high in EMs for half a year now. So here's the trick question, Josh: who buys gold? Is it sinking in yet?

Reuters - rupee hits one-month low as oil, inflation hurt. The long-Modi crowd is beginning to realize why you sell the election news and go back to the sidelines: whatever Modi's going to accomplish, he's not going to accomplish it in a week. Meanwhile, India's economy is still India's economy. Their trade balance still gets destroyed by oil shocks, and their growth is still below inflation.

The Guardian - Lana del Rey says "I wish I was dead already". Don't do it, Lana! You know we'll all still love you when you're no longer young and beautiful! We'll all still love you when you've got nothing but your aching soul! You know we will! You know we will! You know we wi-i-i-i-i-ill! Also, marry me.


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