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

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To: russwinter who wrote (4883)	1/12/2004 9:10:06 PM
From: mishedlo	Read Replies (2) of 110194

From Heinz i still think the only flation we'll get will have a 'd' in front. both industrial overcapacities and debt have continued to grow hugely over the past 3 years on a global basis...there won't be no 'easy way out' for the debtors. and the coming consumer recession in the US will worsen the deflationary gap. my prediction remains, new all time lows in yields this year ( obviously, NOT on corporate or emerging market debt... ) . Date: Mon Jan 12 2004 16:40 but EVERYBODY is positioned for higher rates, because don't you know, everybody 'knows' they will rise, right? Coutrywide 'hurting from lower rates' - ouch: there will be bloody murder when the scramble to get out of all those wrong-way hedges and mismatched durations ensues. Date: Mon Jan 12 2004 14:34 trotsky (XAU) ID#377387: another day of soggy performance...probably a warning sign at this stage. something's not right...institutional money flows negative as well.

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