26-03-2012, 09:39 PM
Forget about the Iran-Israel's conflict causing an oil spike or the EuroZone crisis (which seems to be the story of yesterday in a maniac market), the next black swan could be the inevitable abrupt devaluation of the YEN that will hit the exporting economies (China, South Korea and Spore of course! - right in our backyard) hard. Couple this with a rise of FED interest rates and hot money starts flowing out - take this double hit combo!!
The Yen's Looming Day of Reckoning
http://english.caixin.com/2012-03-23/100372177.html
The Yen's Looming Day of Reckoning
http://english.caixin.com/2012-03-23/100372177.html