-->von wem?

- von Alan Greenspan & Co., genauer: von der Federal Reserve Bank of New York.
Sie veröffentlichte am Donnerstag folgenden Report:

“Reserve Accumulation: Implications for Global Capital Flows and Financial Markets.”

Der Kernsatz daraus:

“Continued large U.S. current account deficits raise the risk that foreign investors could eventually require some combination of lower U.S. asset prices, higher U.S. interest rates, and a weaker dollar as compensation for adding to their stock of claims on the United States.”

auf Deutsch:

1. Aktien short
2. Bonds short
3. Dollar short bzw. Gold long

Happy Trading!
G.