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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (42134)11/2/2008 5:01:38 AM
From: elmatador  Read Replies (1) | Respond to of 219940
 
Gravitational pull of countries fighting off deflationary precipice on their way to Japanization. This is how, succinctly , can be described the effects of the developed countries financial malaise in the emerging markets' skyrocketing.

But one can't fight gravity. Now deflation strikes and rebalances everything and Japanization can proceed apace.
€ and $ join JPY as carry trade currencies.



To: Elroy Jetson who wrote (42134)11/2/2008 5:23:55 AM
From: elmatador  Read Replies (1) | Respond to of 219940
 
This was given as a reason for stag-deflation "a re-coupling of the rest of the world with the U.S. recession"
forbes.com

As you can see, decoupling was happening, but the US came with the gravitational pull for recoupling.

But that will change soo, as the emerging markets let the grip go, climb again, and the US reverts to Japanization and retunr to natural size.


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