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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: philv who wrote (6676)	2/1/2004 2:43:48 PM
From: russwinter	Read Replies (3) of 110194

<Russ argues for a period of inflation first. > Plus it will be a real pernicious "Year of the Monkey" strain of it too. The fact that it's so strongly based in core and very essential goods and commodities is what will make it particularly lethal, especially for those following weak currency strategies like the US. I'm wondering why countries like New Zealand are moving to shore up their currencies with rate increases now? If there are any astute New Zealanders here sound off, but I'll bet finding a way to fund energy imports (with solid NZ$ relative to USD) is a big part of it. I'm going to do more research on energy pricing in Japan as well. It just doesn't make sense that a country very dependent on commodity imports (they even started the Pacific war in the 1930's and 1940's over this very issue) would want to be pegged to the USD, and pay MORE for these goods? At least China is recycling trade USD into building a strategic oil reserve (and putting more price pressure on oil doing it). And Europe has dodged a bullet so far because of their strong currency.

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