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


To: Real Man who wrote (24182)11/11/2009 2:22:03 PM
From: KyrosL  Read Replies (1) | Respond to of 71463
 
Do you think the US recovery is lagging versus Europe or Japan? And what happens to the commodity economies if China's investment bubble bursts?



To: Real Man who wrote (24182)11/11/2009 3:28:53 PM
From: ggersh  Respond to of 71463
 
"I am personally of the opinion that now popular
"the dropping dollar = risk trade " is simply wrong"

Concur with that thought. What reasons? Mine is just a gut
feeling as it seems to easy. Machines have made it a game
of it you buy this , you sell that and vice versa. thats not
a real market, more of a business model. IMO



To: Real Man who wrote (24182)11/11/2009 4:15:41 PM
From: GST  Read Replies (2) | Respond to of 71463
 
ZIRP in Japan was set against a backdrop of a huge current account surplus -- this allowed the yen to be relatively stable. ZIRP in the US is set against a backdrop of a spiralling current account deficit -- there is no way to hold the dollar up under these circumstances. Fear of an unending fall in the dollar is fully justified by the disasterous fundamentals.