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Strategies & Market Trends : NetCurrents NTCS
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To: Teresa Lo who wrote (6066)3/15/2001 10:05:32 AM
From: JD  Read Replies (1) of 8925
 
Remember, credit bubble excess capital always flows to the asset class which is inflating the fastest...looks to me like a lot has been going into real estate - a very illiquid asset class in which there is much less chance of inflationary pressures (as opposed to financial assets).

I had been expecting an inflationary pop (because of energy costs) and then long term deflationary bear market for most of the rest of this decade (global business cycle contraction)....now wondering how much inflation we will actually see. Much more evidence of a trend toward deflation on commodity charts than inflation for now.

I have the opinion that our central bank reacts to any crisis the same way, by throwing money at it...but the recent credit bubble was created by the commercial banks, brokers & GSE's ability and desire to create loans...and recently we have heard the chairman 'cheerleading' the banks to go ahead and keep creating loans, but to no avail. Jerry
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