2011 Outlook – Inflationary Exuberance? at Meriver Blog

2010 was a good year for many investment asset classes and a continuation of the global stock market rebound in 2009. The two major economic stories in 2010 were 1) the bailouts of Greece and Ireland in the ongoing European sovereign debt .... China's markets are tempered with high inflation, a bubble in real estate and tightening credit. Equity markets around the world are fundamentally weak and eventually after inflationary exuberance wears off most equity markets will ...

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