SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mishedlo who wrote (2998)12/8/2003 4:18:01 PM
From: Canuck Dave  Read Replies (1) of 110194
 
I don't think it's possible for Greeny to raise interest rates at this point.

At least not "For the foreseeable future". Like November of next year. What we're going to get is reflation or inflation, take your pick.

Noland's credit bubble bulletin of last week has a nice piece on farm reflation, and its probable consequences (including finally leaking into the CPI). Strange surges going to happen everywhere. Look at the energy futures today.

Bottom line is it's going to be a strange and uncharted path. Be prepared to change course, but it's again time to love wheat, silver and everything else mundane but real.

Just my opinion.

CD
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext