The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mishedlo who wrote (6472)	1/29/2004 8:45:29 PM
From: Haim R. Branisteanu	Read Replies (3) of 110194

AG may have no choice but ot hike 1/4 it does nothing to the economy but will send a very strong signal that "real recovery" is on it's way. He will that do to stop inflation expectation and protect the USD - he has no choice IMHO. From an economic point of view 1% or 1.25% is only symbolic - long rates will revert to below 4% which is more meaningful for the economy than 4.75% - so it will protect the other CB's with their US paper and keep the housing bubble alive. Keep in mind US population grows at around 1% shelter will grow at the same pace + multiplier effect. EZ & Japan is stagnant or shrinking in this front. EZ will more likely cut

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next