Friday, August 31, 2012

Draghi joins Bernanke on the QE wheel.

What happens when Draghi joins Bernanke on the QE wheel.

 

8 comments:

Anonymous said...

How about BRICS CBs? They can't find a way up to the wheel?

Anonymous said...

This whole central planning affair reminds me more of 2 girls 1 cup.

Dr Aghi said...

"Look Ben, it's my turn on the wheel. Now f*** off and eat some of those sunflower seeds"

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Leftback said...

I thought PBoC might join the wheel at one point, but luckily I listened to the sage advice of a veteran China watcher and macro maven and stayed away from all things emerging (in fact I am short). As always, the answer is really right there in the data, as even the Chinese can't doctor all of the statistics:

" Steel Demand and Iron Ore Cliff Diving

Hmm.. who'd a thought that (Long Spain/Short China) would turn out to be not just a viable trade for a month or two this year but a real winner?

Anonymous said...

Lb, good for you. FT. Alphaville has many posts on short China, Aud trade recently.

Dividend paying stocks doing well. Pension funds must be hurting in zirp enviorn.

Anonymous said...

Spain restructuring it's debt bad for EWP?

Anonymous said...

Divergence in FXI and AUDJPY.