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Strategies & Market Trends : Strictly: Drilling II
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To: ild who wrote (5420)12/14/2001 3:48:31 PM
From: SliderOnTheBlack  Read Replies (1) of 36161
 
re: Roach ["On Monday he is going to tell us where all the money-supply growth is going"]

...I'll tell you today where it's going(vbg):

It's being sucked up by the BOND MARKET.

...here's some unrelated misc food for thought.

The last couple of years Xmas, Year End & Performance oriented Bonuses drove Q1/Q2 spending ....it won't be there in early 2002.

Also; the Mortgage Refinance Boom is now over...put a fork in it....and that was what was driving consumer spending of late fwiw.

Mortgage Rates have now backed up to where they are higher today; than they were in January 2001 when the Fed began this series of cuts.

11 Fed Cuts & Mtg rates are now back to where they were, if not a tic higher.
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