The last month reminded us that emerging markets can go down as well as up.  (Gavyn Davies also Bespoke)

Food inflation and its role in rising worldwide political unrest.  (Macro Business, WSJ, TRB, Money Game)

The situation in Egypt is fluid to say the least.  (FT Alphaville, WSJ, beyondbrics, Capital Spectator)

A look back at the past week and wondering how global turmoil should affect your portfolio.  (A Dash of Insight)

Energy and industrials are the few brightspots in an iffy sector picture.  (Dragonfly Capital)

With interest rates pinned near zero, Fed days have become boring.  (Bespoke)

The economic schedule for the coming week.  (Calculated Risk)

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