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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (20336)	10/20/2004 11:59:09 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

Simple concept, if China repegs, Japan let's (doesn't intervene) the Yen appreciate to a higher level versus USD. The other outcome could be a pop in US interest rates, as the Asians pull back. Of course the Fed might monetize to prevent the rate part, which in turn makes the underlying problem of Train Wreck USD currency collapse even worse. Important concept: the US needs higher rates and less monetizing and injections (not more) to prevent a big USD Bust.