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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Jim Willie CB who wrote (2576)	11/25/2003 12:20:07 PM
From: yard_man	Read Replies (1) of 110194

I agree with you jim -- that the Fed does not control anything other than the short end. Markets control the rest. Prices of raw inputs are going up -- especially relative to "financial assets" and I expect this to accelerate -- but that doesn't, by itself, tell me anything about the willingness of market partcipants to hold US paper ... Now as to whether or not the populace at large has bought deflation -- that is not consistent with the propensity of consumers to add debt and overleverage themselves -- no, quite the reverse -- they are banking on inflation -- being able to pay back in cheaper dollars -- or at least that housing inflation will beat other kinds of inflation.

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