Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (2283)	3/17/2004 1:18:25 PM
From: Jim Willie CB	Read Replies (1) of 116555

Paul McCulley on PIMCO just interviewed on CNBC I did not take notes, nor see all of it he made some good points Fed accommodative policy causes bubbles either inside the USA or in foreign nations I think we got both he did not mention how the speculative leverage bond yield carry trade is twice as large as 1994 gonna cause 2-3x the pain, once rates rise which could be a long time / jim

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