ｄｏ ｙｏｕ ｓｅｅ ｉｎｆｌａｔｉｏｎ ｃｏｍｉｎｇ

jsl

we are not trading recovery, we are trading dollar.

trueself

no, but i see XX YY YY JJ

dara

we are not trading recovery, we are trading dollar.
jsl 发表于 2009-9-4 18:06

where did you go?

We missed your daily post

jsl

3# dara


就是这句了。The recent market is not focusing on the economy. It was worrying about US debt, dollar strength, some kind of inflation, Fed exit strategy etc.

dara

3# dara


就是这句了。The recent market is not focusing on the economy. It was worrying about US debt, dollar strength, some kind of inflation, Fed exit strategy etc.
jsl 发表于 2009-9-4 18:44

Yes, someone posted a chart,

Basically market is moving against Dollar since 2003

http://hutong9.com/viewthread.php?tid=59822&extra=page%3D1

crasher

What about inflation/deflation risks in Eurozone? How would that affect USD?

jsl

6# crasher


all currencies included, some are tied to commodities, that's why we see precious metals are pushing up.

Without so much money injected, we would be in a deflationary economy.

The question on the table now is: will the economy done better when fiscal policy induced inflation comes.  I can not tell.

I am not seeing inflation before the end of the year, but it is already in the expection beyond that.

registered

Thanks.

colderdown

what is inflation?

sooners

9# colderdown


i couldn't agree with you any more

xiaofengfeng

In term of real buying power Euro is lower than Dollar, Euro and dollar will trade place some day when the big guy made enough money.

GnGSystem

上半年我的IBOND没有利息。

估计下半年也没有。

singulaar

是的，所以着急做refine.