Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who started this subject	7/23/2003 1:46:55 AM
From: Real Man	Read Replies (1) of 94695

Here is Stephen Roach, from Morgan Stanley, on bond bear market. Yes, it looks increasingly like we had a bond market bubble, caused by the Fed, and it has burst. 35% increase in rates for 10-year UST in just 5 weeks is already comparable to 44% rise in 1994 bond bear (remember what NASDAQ did that year), not to mention 1987 bond bear and dollar bear, which lead to bloody October. morganstanley.com This is just plain ugly. Interesting, but all I hear is 1) recovery 2) election year will cause stocks to go up much more. Even bears agree with such arguments. They don't think the bear market in stocks is over, but they don't expect it to start right now. Sentiment has started to decline from all-time high, and stocks did not gain anything in the past month. The dollar is rolling over. That's what I see. BWDIK?

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