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News that Moves Markets: Comex Physical Silver Issues, China Warns, Fitch Positive on U.S.REITs, Economic Numbers Awful

Reducing the Noise:  In a world replete with worthless news stories and often malicious misinformation campaigns determining what information is relevant can be daunting.  I believe the following stories offer significant insight into current equity/commodity/credit/FX market behavior:

Comex Physical Silver Drops To Fresh All Time Low Of 28.8 Million Ounces, 3% Drop Overnight, 30% Drop In Six Weekshttp://ow.ly/5c1tz

China official warns on “excessive” holdings of U.S. assets http://ow.ly/5bYyd

Fitch says that smooth sailing likely for U.S. Equity REITs for remainder of 2011

4% inflation for 10 years based on compounding cuts the value of the US$ in half. You don’t need hyperinflation to destroy the value of the US$

Chinese Economic Slowdown May Lead to 75% Plunge in Commodities, S&P Says http://ow.ly/59nXn. I Love stories like this; expect higher commodity prices.

May Non-Farm Payrolls 54K, Below Consensus Of 165,000, Unemployment Rate 9.1% http://ow.ly/59nG1