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

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To: mishedlo who wrote (5664)1/21/2004 12:47:24 PM
From: Jim Willie CB  Read Replies (1) of 110194
 
I tend to agree with your many points consistently
it will not be 7 years before bond damage
that is the Japan path
we are monetizing and inflating with amphetamines and steroids
we have far more external threat, from credit needs and from imported products, each subject to USDollar vulnerability

we will earn some inflation soon in the CPI
and from imported finished products

I hear that the used car market is keeping the PPI down
inflated production has killed the used car market
with the big benny a suppressed PPI
unfortunately, many statistics are ruined in quality

when do you expect to see some Asian import price inflation?
and do you think it will have any effect on Treasurys?
or do you expect 1% ST money to be used to inflict more leverage on LT rates?
(keeping LT rates low, a certain powerful force)

/ jim
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