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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: stockman_scott who wrote (37092)5/21/2001 9:39:07 PM
From: Jim Willie CB  Read Replies (2) of 65232
 
I think the Fed is only delaying a problem that will be dealt with next year
huge liquidity will probably forestall the worst of any overall recessssssion
but it might create a temporary spike in inflation later on, like end of year,
or early next year
who the hell knows?

but flooding the western world with liquidity is apparently the answer to overcapacity now
I smell a very temporary solution economically

the only danger signal I see is the lack of a long bond rally
10yr and 30yr yields are no better than the February levels
that is highly unusual
tells me either inflation threat is imminent
or else liquidity problems in bond-land (not enough buyers)
with all this sidelined money, not much is finding its way into long bonds
that is irregular and atypical, if not unusually and suspicious
why not?
what is your take?
/ jim
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