Summary: Short Term I give my take on what markets will be affected the most and the least, and other factors affecting individual markets. Medium Term China to the rescue? Stagflation, last time US had this much food inflation was 1978 which was followed by high inflation in 1979 and 1980. Long Term 1. Rise in Nationalism 2. Less agricultural spending in Europe 3. Inflation 4. Higher Interest rates 5. List of countries with problems and who could be next or what order they will have major problems. 6. Super Committee 7. What is owed to whom by whom???????
