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Strategies & Market Trends : John Pitera's Market Laboratory

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To: MulhollandDrive who wrote (3945)	5/30/2001 11:11:29 PM
From: John Pitera	Read Replies (3) of 33421

Hi Mrs. Peel, if we Parse Fed Gov. Moskow's words, he seems to be saying that the preeminent concern is economic weakness, and the overhand of inventory, and overinvestment in Technology capital expediture is the main problem Time and productivity trends will work to ameliorate these problems. Also there are limits as to how quickly and cumulatively rates can be lowered and liquidity injected into the banking system. If these limits, which are not completely know are exceeded, we'll see monetary and price inflation become excessive. This would have to be dealt with with higher rates and selling Gov securities to the primary dealers. Undeniably, the long end of the yield curve has been heading higher since march 22nd due to the bond market looking down the road at a more robust economy and the potential for higher inflation rates, both from the wage push and cost pull sides of the equation. some of his remarks were in the Q & A part of his talk and hence they addressed issues raised to him. hope this helps. John

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