Politics is the mirror of the market 2011

Lets see this year's event: because the U.S. monetary politics decision, had to be reduced the credit rating. After a few weeks after this statement, we have a problem in the Euro zone. Europe is silent about the dollar's problems, the U.S. is silent about the Europe Union problems. But in the arena, coming the third player - China. China's economy is dependent on U.S. consumption and U.S. Stock Market need investments from China. U.S., for save their production, pushed yuan, expressly do not like China. China shows its displeasure over North Korea.

The following year, I see three major players, dollar, euro and yuan. 2011 the leaders will be the dollar and yuan. Euro zone is not dynamic, so the following year and the euro will have much more problems than this year. To the pounds , German decision more important, than the British economy. The yen exchange rate is very sensitive to the yuan exchange rate.