I don't understand the reason (except the 'safe haven' argument) for the strength of the US$... The US gov't (thru the Fed & Treasury & other agencies) will pump (since Aug 2008) in $1,000,000,000,000 (almost 6% of the USA's GDP) into the system by June 2009....
Whereas I do not expect inflation to be a problem since the 'extra' cash will be negated in part by:
- lower interest rates on loans
- lower housing costs
- lower fuel/energy costs
- reduced salaries (loss of jobs or no more increases)
- discounting of merchandise/food
China is a wild card... or the joker?
Please provide your thoughts... and guidance... and ideas...