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

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To: mishedlo who wrote (6683)2/1/2004 3:39:34 PM
From: Haim R. Branisteanu  Read Replies (1) of 110194
 
more gibberish IMHO to scare any one of a rate discount. The reason to that is that in May this year more countries are joining the EZ and they have substantial higher inflation than Germany.

As from a fundamental point the US shows signs of recovery contrary to EZ and there is fear of EUR depreciation which in turn will increase EZ inflation rate.

BTW the trade war is now moving to other pastures - MSFT
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