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Interesting link. Anyway, here is how they are going to try to work around the oil problem: http://www.zerohedge.com/news/2013-08-28/india-central-bank-scrambles-currency-collapse-fallout-gives-usd-oil-companies-every

I seriously doubt that Brazil and India will grow by 5% against the restrictive measures that they will be forced to adopt in order to avoid a collapse of the currency.

It means the target achieved, the contact with the 10years moving average.

Apart from Turkey, on which I agree with you, the other countries have not only corruption, but also an excess of financial capital that entered from the west and are now fading. This phenomenon is called current account deficit and will not be offset by the trade balance because the world trade...

The achievement of the 10 years moving average by the TBond has always coincided with the outbreak of a financial crisis. I think the same will happen this time too, and this will help to lower the rates.

...and America will affect the Chinese monetary policy: http://www.zerohedge.com/news/2013-08-25/guest-post-will-fed-bailout-chinas-financial-system

In order to save the Real, Brazil is going to empty its foreign exchange reserves damaging the growth of the economy in the coming months. http://www.zerohedge.com/news/2013-08-25/three-years-after-warning-currency-war-brazil-goes-all

I believe that one of the strongest motivations about the fall of the US bond prices is linked to the strong sales coming from emerging countries, trying to protect the local currencies.

Anyway, I think that this stress on the emerging bonds is also creating some interesting opprtunities on those financially stronger countries that have adopted reformations during these years.

The US Tips are still interesting in my opinion. With the recent rates downward it's possible to hedge the inflation with a positive spread.

The market is punishing those countries that have not adopted due reforms to the incredible growth rates of the last few years. Brazil, India, Turkey, Indonesia, etc...the crisis risk in these countries is much high.

The worst month of the year is coming to an end for Aud. Considering that the US rates have reached the key resistance level, the rise of gold can now restart.

As soon as the Fed has threatened to withdraw part of the cash, the emerging countries that were advantaged by the easy US money of the last years are now starting to show all the limits of their growth.

The 10 years moving average passes in area 4.10%, never surpassed in the secular bear market of the U.S. rates.

The earthquake on bonds keeps on damaging China (and India)...

Strong sells of bond but the 30years yields are close to 4%....is it a great chance for the contrarians?

Jpy is strong because August is traditionally a favorable month for the Japanese currency. Anyway, oscillators are going towards the oversold and after the benefic effect of the seasonality the short Jpy will be the only chance.

As I was saying in my previous post, I think that the resistance of 340 won't let the copper go any further, but I can see a certain vitality on the copper.

Article on the Chinese bubble: http://www.zerohedge.com/news/2013-08-12/inside-chinas-real-estate-bubble

More good news for gold. The HUI index is attacking the resistance of 250 points; an upward break would be a significant bullish signal for XAU.