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Strategies & Market Trends : Waiting for the big Kahuna

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To: scotty who wrote (42867)8/9/1999 4:25:00 PM
From: Haim R. Branisteanu  Read Replies (2) of 94695
 
Scotty, the bond market is the most effective market no BS there like in stocks. They already priced in all the inflation.

Bonds at 6.25% anticipate an inflation of 3.25% to 3.5%.

PPI will come in around 0.3% to 0.4%, CPI around 0.4% to 0.7% this will crash the market IMHO and the FED will raise 1/4 point only.

A severe market slide will invert the yield curve IMHO.

The bond market now is concerned by the oversupply and trouble of the banks much more than inflation.

Inflation will follow the stock market with a 2 month delay.

IMHO - sell stocks buy strips or bonds

BWDIK
Haim
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