Don’t Forget About China
InvestorPlace contributor Daniel Putnam is one of our best chart watchers. (Get his great take on what December’s falling VIX means for you here as just one example.) His chart of the year comes courtesy of Northern Trust Global Economic Research — and has big implications for 2012. The topic: the real estate crash that finally has come to China.
“The story here is that while we’re all focused on Europe, the situation also has been deteriorating elsewhere in the world,” Daniel writes. He says unless this data changes in a hurry, “We might be in for trouble regardless of what happens in Europe.”