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


To: TobagoJack who wrote (89802)5/7/2012 4:06:49 PM
From: Hawkmoon1 Recommendation  Read Replies (1) | Respond to of 218847
 
Team USA wish to be shoved aside perhaps tribe china can help by channeling full speculative force

Just my hunch, but I think you're mis-reading the significance of this.

As I've previously mentioned, my sense is that there is a concerted effort to prevent a (deflationary) rise in the USD.

They need to continue the perception that the USD is fundamentally weak in order to ensure the commodity bubble (as a signal of inflation) is not popped.

Let that USD-Commodity carry trade pop and it will commodities, global equity markets, and probably PM's along with them, tumbling and the USD and bonds soaring.

But in fact, IMO, having commodity prices, especially energy, decline is critical to reducing the cost of manufacturing and increasing the purchasing power of consumers.

Hawk