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Morgan Stanley - wpływ działań FED na dolara

28.11.08, 18:42
iekawy art od Morgan Stanley o ostatnich działaniach FEDu i jaki to będzie
miało wpływ na dolara. polecam bo ciężko się nie zgodzić

The Fed’s QE Operations and the Dollar

www.morganstanley.com/views/gef/index.html#anchor7238

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    • baldazar Re: Morgan Stanley - wpływ działań FED na dolara 29.11.08, 05:59
      Kilka cytat z artykułu powyżej w/g wyboru Baldazara:

      "...We maintain our core view that the dollar should continue to
      appreciate as the world slows – which we assume will last until next
      summer – but could give back some of the gains when deleveraging
      stops and the recovery phase for the US economy proves to be more
      protracted and treacherous than for other economies. "

      Szanowni Forumowicze objaśnijcie ciemnemu Baldazarowi co ta blada
      twarz sugeruje?

      the severe deterioration in the US financial system must have had an
      impact on the intrinsic value of the dollar. We stress again that
      exchange rates are a relative concept, so we need to be sensitive to
      how much structural damage the financial systems of other developed
      countries may have sustained. This also includes the fiscal burden
      that these countries have to take on because of this damage.
      Notwithstanding all the problems in the US banking system, the size
      of banks’ balance sheet is much smaller in the US than in many other
      countries. For example, total bank liabilities are around 650% of
      GDP for Switzerland, 430% for the UK, 320% for the Euroland, 150%
      for Japan and 85% for the US. Investors should keep this fact in
      mind.

      Biedny Baldazar czyta i nie wierzy..... Czy te cyfry są właściwe?
      Czy aby taka Szwajcaria nie przypomina choć odrobinę dalekiej
      Islandii?

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