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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: zamboz who wrote (22010)8/13/2009 5:21:38 AM
From: Real Man  Read Replies (1) | Respond to of 71456
 
I stick with my original projections of a larger
W in the thread head. We should see a global
recovery this year on this enormous stimulus.
Thus, I don't see stocks coming down significantly
al all, they will keep soaring. More so elsewhere
than in the US. US recovery will be a lot slower,
which will push the buck to new lows. As stocks
recover, so will commodities, and we will see
big inflationary effect from QE. The Feds will be
forced to tighten, and then we'll see another blow
up a couple of years down the road. Not yet.
So far monetary inflation is going into stocks.

We will need to re-evaluate a year from now.
If the Feds don't fight inflation, the boom won't
end, and inflation will become unbearable instead.
I do think the bond market will tighten for them
if they are slow.



To: zamboz who wrote (22010)8/13/2009 6:37:37 AM
From: RockyBalboa  Read Replies (1) | Respond to of 71456
 
Banks stock may gap up now and then because of the general perception of vastly improved earnings thanks to bigger interest margins; yet the end of QE by October should be priced in; the end of QE might preceed a turn in interest rates and thus, gross margins in banks.