Rising commodity prices, especially recent speculation in the...

Rising commodity prices, especially recent speculation in the oil futures markets is going to kill demand.

Only outcome will be a global recession, and perhaps before the FED even has a chance to start tightening.

Emerging Market bond sell-off signals the beginning of the end, as fragility of credit markets being exposed.

Australia currently seems like a safe-haven. However, China will not be coming to the rescue this time.

Actually, come to the think of it, the credit crunch has already kicked off in China, so just a matter of time.