Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (24911)	3/4/2005 11:53:17 AM
From: CalculatedRisk	Read Replies (2) of 116555

If you take that job report as evidence that the economy is strengthening, then I would expect bonds and the dollar to both sell off. The dollar is off, but bonds have rallied. Doesn't a stronger economy mean more inflationary pressures? (not that I'm buying it - but the jobs report would suggest it is stronger). The dollar sell off makes sense - a stronger economy would mean larger trade and current account deficits. Were bonds already pricing in a strong jobs report?

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