Whether you agree with them or not, the bailout programs will keep on coming. Keith Fitz-Gerald looks at the key impact these will have on the dollar, commodities and global stocks. He says we could be in line for a market rebound by mid-2009, and suggests six ways to prepare your portfolio now.

While the Bush administration clings to trickle-down economics, the Chinese government has embarked on an aggressive ground-up program – creating tens of thousands of jobs, to stimulate its economy.

Global markets are soaring today on renewed bailout efforts. But Irwin Greenstein says its probably not a good idea to jump back in to these emerging markets just yet. As always, China will be the bellwether for a sustainable recovery. And commodity prices will remain crucial for resource-rich nations.

Almost everything has been taken down by this crisis. But Martin Hutchinson says some markets will “bounce big” after the storm passes. Countries that didn’t have a housing boom and follow sound economic policies. That’s why Canada, Brazil, South Korea and Germany are great places to invest right now.

The recent devastation in global stock markets makes US bears look relatively cuddly. Japan’s Nikkei index is hitting 26-year lows. And the resurgent Yen is creating even more problems for Japanese exporters. Andrew Snyder says companies like Sony (NYSE:SNE) and Toyota (NYSE:TM) face a very difficult period ahead.

You can stick a fork in the U.S. economy. It’s done. Hope for an abbreviated European slowdown has also evaporated. So now the world turns its desperate eyes towards the developing world. And it ain’t looking good there either.

Another mouth-watering currency play from Jack Crooks. Of the Asian states, Thailand’s export-based economy is most exposed to a US recession. And political instability could accelerate capital flight. Jack says this means the Thai baht will likely drop like a stone.

Irwin Greenstein says credit crisis fallout will send many former execs (and their money) overseas.

Trying to resolve the stock market crisis by banning short selling is like trying to cure cancer with a couple of aspirins, says emerging markets expert Irwin Greenstein.

But that’s what regulators around the world are doing, with little success.

Next in line for the ban is Hong Kong. So if you have money in hedge funds there, you could be in big trouble. China, meanwhile, is introducing short selling on its exchanges.

Global markets remain coupled to the US. The iShares MSCI EAFE Index Fund (NYSE:EFA) – an equity benchmark for international stock performance – is following the S&P 500 on its downward trajectory. However, David Newman in The Sovereign Society says some frontier markets in South America, Africa, and the Middle East are defying this trend…