Notice how a dozen countries are being drained of capital (repatriated) causing this embracing of safe havens (the US and Europe).
Now if I were a betting man/woman I'd think that money inflows back to the US are a part of the great QE experiment, when tapering is squeezing capital out of emerging economies.
Only $85b a month! The US banks have picked the eyes out of plumb assets on sale globally.
A dozen countries are in real trouble and one that is of national interest is Indonesia.
Tomorrow nights FED decision will again crack the markets like a whip.
