Economic and market themes: 2014-02-14

Themes for today:

Commodities: soybean prices could fall due to increased supply. This would be troublesome for Argentina.
Emerging markets: Of the fragile five, India is looking better, Brazil is still a big concern.
Developed Markets: House price inflation makes France, the UK, Australia and Canada vulnerable to real economy shocks.
US: Consumers are only supporting 1-2% growth. Q1 will be weak. Inventory builds are still the big story.

Okay. So here is my weekly roundhouse view of the economic and investment themes to compliment my single theme posts. I think I have posted on such a wide variety of subjects this week that the content of this post will come as less surprising than before. Here goes for a third time!!
Oh, and next week I will be taking time off for a winter br...


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