My comment: This is just a start. It is variable, up and down, within
next months. Variable until some central banks fears high price
inflation rate and start to raise interest rates again. Probably it
will not happen before early 2010 as they are pushing recovery yet.

Then central banks will start to raise rates. But price inflation will
raise higher and higher disegarding what central banks do. Because the
problem is not interest rates, the problem is excess of liquidity
around the world, too much US dollars.

Once price inflation raises while interest rates peak authorities will
have two options. Either to create a second recession (as Dr. Roubini
predicts) cutting oil production and cutting US dollars (repurchase by
the Fed) simultaneously as they did in July 2008, Or -second option-
to accept hyperinflation at late 2010 or early 2011.

I think that this time authorities will choose the second option as
price inflation does not harm politically so much as unemployment,
bankruptcies, etc. do.

This second wave starts to raise in the horizon, we better pay
attention to it.

Peace and best wishes.

Xi

Producer Prices in U.S. Rise 1.7% as Gasoline Surges
http://www.bloomberg.com/apps/news?pid=20601087&sid=aKyoMRxD01C4

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