RE:RE:RE:Shocker $-10bthis is how i see it,
they will be forced to raise rates to strenghen currencies as import costs skyrocket. oil, food.
this will crush their domestic economy and bubbles as rates rise.
I dont see a reason for any investment to go back into these countries as domestic demand crumbles.
Imports are going to become too expensive for the already broke consumer in most countries.
cost of living has to go down worldwide due to asset inflated bubbles QE.
I see a lot of the trillions of dollars made in the last 5years being parked for good.
even if bonds take a bit of losses in the next few years.
it will just be fund flows and short term trading at this point, wild swings as investors sell risk.
its unpredictable at this point how fast investors go to their real taper stategies and what moves countries make. but it could happen quick as large investors have had plenty of time to think about it.