Just a couple of thoughts;
" recovery has to come from a large increase in exports "
(1) Do they have to fabricate the idea of a lower dollar policy " to stimulate exports " . We all know the USD is toast and will be replaced .( presumably by the IMF )
(2) What " exports " are they wanting to " stimulate ". Exactly, what does the US manufacture ? . And does the rest of the world want it ?. ( except maybe cheaper weapons to sell . We need cheaper land mines , don`t we ? )
Anyway bullish for the POG in USD.
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