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To: MythMan who wrote (398165)12/5/2009 9:51:42 AM
From: Real Man  Read Replies (1) | Respond to of 436258
 
It happened after August jobs release, although there was a
more considerable lag between the dollar bounce and Spoos dump.

The new dollars are getting siphoned out of the country
via carry trade. As long as the Fed keeps ZIRP in place, it
will be counterproductive for US economic growth, surprisingly,
and will keep ZIRP firmly in place.

I'm bullish on China because of this. -g-

Updated chart from Todd Harrison




To: MythMan who wrote (398165)12/5/2009 10:07:44 AM
From: Real Man  Read Replies (1) | Respond to of 436258
 
I'm not saying a crash like Westie, but a decent down move from
here in which stock bears could make a bit of money is quite
possible



To: MythMan who wrote (398165)12/7/2009 6:45:43 AM
From: Real Man  Read Replies (1) | Respond to of 436258
 
I guess we go back to the highs next year. -g-

Bernanke on fighting deflation, from Fleck

"It isn't enough, after prices have begun to fall, to stop
the decline, the chairman said. Rather, a central bank should
push prices up to where they would have been if they had
never weakened in the first place."

Message 26157349


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