SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jim Willie CB who wrote (6819)2/3/2004 2:08:20 PM
From: patron_anejo_por_favor  Read Replies (2) of 110194
 
<<do you expect no effect on TNX rates...
from rising USGovt debt requirements>>

Eventually...probably in 2005 or 2006. These things work with a rather substantial lag. Furthermore the Fed will likely be less accomodative in the months after the election. Asian diversification? I see it in China, but not in Japan where they're fatally dependant on the US consumer, to the point of committing financial hari-kari to "save" (HO HO HO) the ClownBuck. I think the the BOJ as a subsidiary of the Fed...at this point they're joined at the hip, and they'll drown together when the time comes.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext