Claus Vistesen

Australian Monetary Policy: Too Much of a Good Thing

Thanks for the comments guys ...

@ Dave: While this may be true it will take someone else to skyrocket if the USD has to enter a free fall and it is here I see the difficulties not so much because I cannot see that the USD has to fall, but because the Euro for instance cannot take it alone. As for the AUD? Well, we will see once parity is breached ...

@ Bob: Exactly, I agree ... this is needs to be treated on a case by case basis since some economies may be able to "handle" it better than others. Investors would be wise to make this discrimination very clear when they place their bets.

Claus

Japanese Housewives: Back in the Game?

Hi Dybydx,

Definitely ... this gambling not investing, but I still think there is an undercurrent here since in an environment where investors expect volatility to be low and risky assets to fly, the carry trade is almost a no brainer. Of course, at this particular point in time, Miss Watanabe may have stepped up just as the green shoots are ebbing out.

Claus

Japan: Recession All but Certain

oops ...

copy/edit; "will not BE punished (...)"

Japan: Recession All but Certain

I sure hope so Kunst ... of course, if my readers are not willing to reciprocate I can only hope that my crime will not punished too severly.

Claus