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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: Wyätt Gwyön who wrote (50772)12/22/2000 1:35:00 PM
From: pater tenebrarum  Read Replies (1) of 436258
 
indeed. actually, the bond market isn't foreseeing inflation, but is in for an unpleasant surprise once Al begins cutting aggressively imo.
most likely we're in for a scenario where some sectors see inflation concurrently with others suffering from deflation. e.g. DRAMs are in a deflationary spiral, but the commodities which have seen little or no investment in additional production capacity in the 90's are likely to continue to race higher.
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