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Strategies & Market Trends : The coming US dollar crisis
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To: stan_hughes who wrote (668)8/2/2007 11:41:58 AM
From: Real Man  Read Replies (1) of 71455
 
I'm kind of thinking we might rally in August, even to new highs.
The reason is
panic from the Fed. We are already seeing an increase in
temporary liquidity. That does not have a negative effect
on the dollar, since it has to be returned. What happens next?
Instead of a drain, coupon passes usually follow. I expect
them to have a high impact on the direction of stocks (higher)
yet again and the dollar (down through 80). Once 80 is breached,
maybe we'll have a perfect storm, but TNX will have to rise,
otherwise this market will be supported by the "Fed model"
crowd. It is not overvalued (actually, undervalued) based on
10-year yields. It seems unlikely to me the Fed won't press
the panic button soon. They will press it repeatedly during the perfect storm
too, but it will stop working -g-
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