Archived IMT (2010.10.07)
DOUBLE DIP IS OUT; CURRENCY WARS ARE IN ?? When INTEREST POLICY is exhausted, in comes CURRENCY POLICY aka "currency wars, comp devaluations etcc ". LatAm does it via currency controls + taxes, China does it via intervention and the Fed does it by printing money (but devluation is not Fed's main objective). All of this falls under "protecting national interest" from other nations' parlous policies or other investors' hunger for yield. When the remaining policy tool of major central banks is ASSET PURCHASES , markets have little choice but to join in the fray and buy stocks, bonds, metals, energy and agriculture commodities. That is especially aided by the falling USD, against which major commodities are priced. Im on travel till week's end so FOLLOW ME ON TWIITER FOR MORE FREQUENT UPDATES & ANALYSIS http://twitter.com/alaidi
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