U.S. dollar rally in the face of negative fundamentals?
November 12, 2008
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U.S. Government tax collections have for the most part been in an up-trend. It is likely that in the face of the OTC derivatives meltdown and its effect on both Wall Street and more importantly Main Street that less and less Americans and their businesses will be capable of paying the taxes the way they once have. Lower tax collections in the face of increased government spending will lead to higher deficits and the accumulation of more debt, this is quite negative for the dollar regardless of the recent trading pattern.