Hedge fund orsi,Inflazione come ricetta,Ma Obama parla di tagli, Emerging markets e oro scendono

(REUTERS)
Hedge fund pessimisti
A recent survey of hedge fund managers found that bearish sentiment rocketed in August to its highest level in a year.
The survey by BarclayHedge and TrimTabs Investment Research showed bearish sentiment rose to 42 percent in August from 27 percent in July.
It also revealed very bearish views on the economy. About 56 percent think the U.S. economy is already in recession or will slip into recession soon, and just 3 percent say economic growth is set to accelerate.
(BLOOMBERG)
Bernanke Tolerating Inflation to Revive Economy

WASHINGTON (Reuters) - President Barack Obama on Monday laid out a $3 trillion plan to cut U.S. deficits
(WSJ)
Emerging Markets Suffer as Risk Aversion Grows

So this is strange: Gold and silver are suffering today, despite the market once again being gripped by fear.