cash is king now and the US bonds are as good as cash whereas the bund is not 
so. whilst the yen is affected by unwinding carry trade. 




________________________________
From: Laurence Shute <[EMAIL PROTECTED]>
To: Progressive Economics <[email protected]>
Sent: Saturday, October 25, 2008 6:23:02 PM
Subject: Re: [Pen-l] Why is the U.S. dollar regarded as a safe haven.



ken hanly wrote:
> But then isn't the Japanese Yen appreciating vis a vis the US dollar? It is 
> not third world but developed world currencies that are really being hit such 
> as Australia, New Zealand, and Canada as well as European countries and also 
> Iceland the best place in the world to live according to a UN survey.

I thought so too, but last night, on the Bill Moyers program, James 
Galbraith argued:

> BILL MOYERS: What are the negative effects of a soaring deficit?
> 
> JAMES GALBRAITH: Well, the one thing I would have worried about is that we 
> might not find lenders who are willing to provide funds to the U.S. 
> government, that the Chinese or the Japanese might decide that they would 
> rather be in some other currency and that we'd then have trouble with 
> inflation. But that's not going to happen.
> 
> It's not going to happen because, as it turns out, the major alternative, the 
> euro, simply isn't viable as a reserve asset for the rest of the world. It's 
> the dollar or nothing. So the United States basically can finance itself to 
> the extent necessary to deal with this crisis. And I'm right now quite 
> sanguine about that, quite confident that we won't face a problem.
> 
So, what to make of this?

Larry Shute
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