SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Idea Of The Day

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: IQBAL LATIF who wrote (17521)3/22/1998 4:04:00 PM
From: Logain Ablar  Read Replies (1) of 50167
 
Hi Ike:

What's your opinion on interest rates?

I've posted I expect the long rate to drop while the FED may actually raise soon. We can have the short rate higher than the long.

OIL and comodity prices continue to slip downward. Pricing pressure is going strong (keeping basic costs down) in manufacturing and financial services. This is being recognized by the market but the long rate still has room to run down. From a TA perspective I'm not sure how far but 5.5 % is not far away and even breaking 5.8% will push this rally higher.

Not sure what this means for the semi's but the economy is still going great guns in CT and this was one of the states to stay in recession the longest and will feel a slow down early. On OJ's post I'm not sure about China but Japan can have some issues after March (then again they've pushed there problems out this far and if they can continue for another decade they'll be able to grow out of their problems).

How is Europe? Indications here are things are picking up (i.e. US exports).

Hope all is well. I now have to go back to tax returns <gg>.

Tim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext