UsDollar

Going down ... basically supported by China ... for now ...

• http://www.stern.nyu.edu/globalmacro/Roubini-Setser-US-External-Imbalances.pdf

• http://www.intheagora.com/archives/2004/11/scarybedtimes.html

• problem is the imbalance of savings

: here's a good analysis : http://www.morganstanley.com/GEFdata/digests/20041115-mon.html

• http://www.economist.com/opinion/displayStory.cfm?story_id=3446249

See also :

• OnMoney

• OnAmerica

• OnChina