these two things are related

来源: 2014-03-03 20:07:26 [旧帖] [给我悄悄话] 本文已被阅读:
US treasuries are bid b/c 

1. EM trouble;
2. slow domestic growth;
3. now war in Europe.

Low yield on treasuries hurt strength of currency due to cross currency carry trade.

just my 2c.