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  • Bernanke Brushes Aside Inflation, Focuses on Growth [View article]
    I think the mainstream media has downplayed the fact that the global stock bubble, and the temporary strength of the US dollar, are also caused by the weakness of yen because of the carry trades. Regardless of the outlook of the US economy, any weakness in the Japanese economy will also translate into the strength of the US dollar. By the same token, any good news in the Japanese economy will drop dollar to hell, causing sell-off in the global stock markets.


    finance.yahoo.com/q/bc...
    Apr 02 15:08 pm |Rating: 0 0 |Link to Comment
  • Commoditizing the 'Decoupling Theory' [View article]
    Also, according to the following article, the interbank lending rates in Asia remains low. There is no sign of liquidity crunch in the Asian economy:

    news.google.com/news/u...
    Mar 10 14:15 pm |Rating: 0 0 |Link to Comment
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