日銀の政策も原油高を煽っている、という指摘
Safehaven: When Central Bankers Clash, Stock Markets can Crash
Bank of Japan is Inflating the Crude Oil "Bubble"
Venezuela's energy minister Rafael Ramirez and OPEC chief Abdullah al-Badri agree that oil markets are well-supplied, and that sky-high oil prices have nothing to do with global production levels. "The US economy is in a crisis that is devaluing the dollar and boosting the price of oil and food around the world. Financial speculators are migrating to futures contracts, which are considered safer than other investments," Ramirez explained.
While the weak dollar against the Euro gets most of the blame for the sky-high price of crude oil, the dollar's strength against the Japanese yen is also elevating the energy markets these days. The Bank of Japan (BoJ) has kept its overnight loan rate pegged at 0.50% for sixteen months, which is nurturing inflation worldwide. Global "carry traders" are borrowing Japanese yen at 1% or less, and converting the yen into US dollars, in order to purchase energy futures in New York.
