Saturday 6 November 2010

Dollar is Going Down, Stocks Up, Bonds' Bubble to Burst, We Enjoy the Ride




QE is going to last for a while, at least 6 months. But I suspect Japan and the EU at some point will commence their QE because their inflation is around 1 - 1.5% and if the USD devalues, the EUR and Yen will appreciate, causing their exporters to lose out. Watch this space.

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