Iniciado por juancarlosb

La explicación es sencilla. Está acelerándose la inflación y se está reactivando la burbuja inmobiliaria. El banco central no tiene más remedio que anticiparse a los acontecimientos.
Pero la salud de la economía australiana no es buena. Tienen un dólar sobrevalorado y una pésima balanza de pagos.
El crecimiento del PIB se ha recuperado (2.4% en el último trimestre), pero todavía es débil.
Están con un problema muy complicado que no sé muy bien como van a resolver. Si suben tipos para controlar la burbuja fomentarán el carry trade y deteriorarán la balanza de pagos, y a la vez le cortarán las alas al incipiente crecimiento económico.

Market watchers are scrutinizing the Fed's every move, trying to determine when it will raise interest rates. Investment advisers describe preparing for higher interest rates as they talk about hurricane-proofing a house. Both need to be taken care of in advance, and the more secure and tightly locked up they are, the less likely there will be damage. To safeguard your investments, think about reducing your time frame for holding investments. Short-term bonds are good investments during interest rate fluctuations.

If the Fed keeps printing money like it is now, there's a risk of hyperinflation, says Drew Kanaly, chief executive officer of Kanaly Trust Co., a financial advice firm. But on the other hand, if they raise interest rates too high and/or too soon, we could have a second recession.

The Fed is in a no-win scenario now, says Hilary Kramer, chief investment strategist of A&G Capital Research."Our economy is in a very precarious state and the Fed knows it must raise rates and soak up all this cash they've put out there, but no one wants to be the one who will be blamed for bringing us down into a deeper recession," she says.