Mining stocks can sometimes amplify the volatile movements of precious metals they gather from the earth, especially when there are dramatic movements in the price of the commodity itself combined with no reduction or even increases in the costs associated with mining the commodities themselves.

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Stockmarkets in countries where interest-rate and commodity-price fears are combined, as they are in Latin America, have done especially badly.

ECONOMIST: Financial markets

And what better first signs can you have than for the Fed Chairman to announce he wants to see more inflation combined with the market surge in gold and commodity prices?

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Over the past two years, some of the main drivers of Chinese inflation have been excess liquidity combined with strong domestic demand and supply shocks to food prices and commodity prices, according to Chang.

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