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exotic emerging markets with very narrow exits. of course, when things start to change, they all head for the door at the same time. you re absolutely right. the mere fact that he will be taking his foot off the gas is because the car is going fast enough on its own. so you have to put it into context. do i think we should be concerned? the hiccup, bucolic plague of the last week. absolutely not. the market knew it was coming and they re just having a nasty bout of indigestioindigestion. what about china? factory output weaker than expected. last year china s growth was the weakest in 13 years. if the fed is pulling back the same time china is slowing, that could have repercussions for currencies, for metals, for demand around the world. careful. you ve got that coin out again. heads you win, tails i lose. once again, china is going too fast. 8, 9%.

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