Yeah, the commodities markets are opaque to me and between food and energy it sounds like they have a major test on the way this winter. Re: Chinese real estat

Yeah, the commodities markets are opaque to me and between food and energy it sounds like they have a major test on the way this winter. Re: Chinese real estate, the contagion mechanism I've heard the most about isn't West->East investment, it's East->West investment that gets pulled to survive a bear market. I have no idea if it's big enough to matter.