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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: bond_bubble who wrote (50942)1/23/2006 1:50:35 PM
From: GST  Read Replies (3) of 110194
 
No, I mean interest rates will be set by the market -- and the supply side of the market is increasingly outside the US. I think the dollar will fall because the current account deficit simply is beyond what can be financed by foreigners "if" (I should I say when) the economy slows. A slowing economy will pull the rug out from under the dollar and the market will want compensation for currency risk.
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