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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: NOW who wrote (16479)	11/21/2004 10:15:58 PM
From: yard_man	Respond to of 116555

>>in fact, how many have moved assets out of US or US denominated assets? what percentage? trivial i bet<< I agree -- not sure we can find out either -- I think everyone looks to the COTs for currency futures sentiment -- I don't know how much volume is represented there, but has to be small compared to the markets for currency -- and what about derivatives? Most are swaps, but don't some of these involve rates in a more than one country?? I should probably know more than I do about it. you make a good point, though, earlier -- if you are really wanting to play a dollar bounce, how do you do it, if not directly in the currency futures -- short gold or gold shares may / may not work -- long stock indices in the US isn't a good idea because a dollar bounce means less pressure on foreigners to buy bonds == higher rates == depressive of equity prices -- of course, longer run effects are no improvement in imports, but that wouldn't be expected to operate over the time frame of the bounce we are guessing about here