[lbo-talk] Dollar slides

John Gulick john_gulick at hotmail.com
Thu Mar 19 21:29:33 PDT 2009


Mark Bennett posted:


>April 2 may not get here soon enough:
>http://www.reuters.com/article/usDollarRpt/idUSN1948188420090319

Yeah, but read on. The recent yen sell-off may resume soon if the Japanese economy continues to sink. The ECB fears that a high euro will kill export markets. And the more the Fed-Treasury apparatus indulges cheap money and betrays a US commitment to inflationary spending measures, the less overseas banks are desperate to borrow dollars to shore up balance sheets. Short-term monetary and financial volatility is so extreme and unpredictable at the moment it makes zero sense to read long-term trends from it. Of course US dominance is waning but it will happen in fits and starts with anything but knowable outcomes informed by hot-button reactions to news hot off the press.

Another way of putting it: everyone whose sagacity I trust is telling me opposite things. I have no idea what criteria of judgment to employ any more.

(Or maybe I'm just trying to salve my distress over waiting to diversify my savings out of dollar-denominated CD's? At least my won-based salary is picking up a bit of steam, at long last...)

Gulick

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