It`s pretty clear in my view what is going to happen. As the U.S. pulls back, and they say they will continue to pull back, eventually interest rates will go higher or stock markets will go down, or both. And unfortunately when that happens, these people in Washington are bureaucrats, they are academics and they are going to get scared and panic when people call them up and say the pain is too great, they will start to print money again.
Related trading instruments: SPDR S&P 500 ETF Trust (SPY), Nasdaq 100 Index, iShares MSCI Emerging Markets Indx (ETF) (EEM)
