Draghi joins Bernanke on the QE wheel.

What happens when Draghi joins Bernanke on the QE wheel.

 
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Anonymous
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August 31, 2012 at 3:13 PM ×

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

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Anonymous
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August 31, 2012 at 3:20 PM ×

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

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Dr Aghi
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August 31, 2012 at 7:01 PM ×

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

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Leftback
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September 4, 2012 at 4:32 PM ×

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?

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Anonymous
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September 4, 2012 at 5:51 PM ×

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.

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Anonymous
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September 4, 2012 at 6:05 PM ×

Spain restructuring it's debt bad for EWP?

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Anonymous
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September 5, 2012 at 3:21 PM ×

Divergence in FXI and AUDJPY.

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