Thanks for posting this, HM. I love articles like this, that are global, macro and well written, and that gives us clues as to where liquidity is being drawn from and is going to.
http://www.bloomberg.com/apps/news?pid=20601087&sid=ad2b_URbOgfc&refer=home This is another good one and telling of what is about to come next. I believe there will be additional rate hikes around the world to include the US. The best evil is to raise rates. Raise rates and you have a market correction/short term recession, lower rates and you have an asset bubble ecompassing the stock market and real estate that may take many years or decades to recover from.