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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: gregor_us who wrote (5912)1/23/2004 9:33:24 AM
From: russwinter  Read Replies (3) of 110194
 
<Do you think the paradigmatic shift has already occurred, from Deflation to Inflation--with no reversion possible, now?.

Yes, on the first part, way too early to call on the reversion part. I have been posting the "train wreck" (crack up boom) evidence of the inflation shift here regularly (as you probably know?). This inflation was unleashed very quickly, really starting in the 4Q. There is no real evidence of deflation reversion (bond yields are giving a false signal, as the BOJ (and a few neighbors) are buying up all the new issuance) today, but of course if the "train wreck" leads to another bust, it may. Do you see any evidence of an deflationary bust, now?
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