Ho John Lee’s Weblog

• The carry-unwind’s potential effects: Deflation abroad.
  A scenario - what would happen if the JPY carry trade unwinds in a big way?
  (tags: global economics finance markets forex stock trading ideas trends)
• Inflation, Deflation, Real Estate, The Dollar and Their Effect On Equities • dummyspots.com
  We have an economy frothing with money, but no growth to speak of… an economy that’s trying to stall in spite of all the excess money. What happened to all that money, and where’s the inflation?
  (tags: economics finance markets federal reserve monetary policy investment trading ideas trends)

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