Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view.
Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place ..... That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 <tv.k...@gmail.com>: > Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and > other macro economic experts. > > Please allow newbie to ask a few questions related to macro economic issue. > > Recently I read some news regarding the threat of the US inflation. Below is > some copy and paste from the articles. > > "Buffett is sounding the warning that America's enormous and mushrooming > public debt presents an enormous inflation risk. He points out that private > savings and foreign loans won't adequately cover our huge borrowing." > > "All that spending originates as borrowing, and there's no way it'll ever be > repaid. It'll be inflated away by the Federal Reserve's monopoly on money > creation. That will erode the value of the money in your pocket, in your bank > account, and, yes, in your stock portfolio, too." > > > My questions are: > 1. How severe will the US inflation impact on our country's (RI) economy and > stock exchange? > 2. Will it drive the value of oil south? If so, could you please elaborate?! > 3. Many believe that if the US inflation do really happen, gold price shall > soars. Will the non-ferrous metal prices climb as well? > 4. Are there any stock that will rise along with inflation? If so, what > sector(s) would it be? > > Thanking you very much in advance for your time to answer. > > s|n > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
