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

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To: mishedlo who wrote (4292)4/14/2004 12:33:45 AM
From: gregor_us  Read Replies (1) of 116555
 
The Rise in the Dollar is the Deflation Monster...

opening its mouth and asking to be fed.

A Fed Gov is going to have to be trotted out before Friday's Open to assure everyone of No Hikes from Here until Kingdon Come--and/or Bush Admin is going to have to talk the dollar down. A little remark about "current volatility is undesireable..."

The Fed has worked too hard, for too long, doing their Re-Flation Thang, to allow the Bond market to move too far ahead of them.

I speak of course from how the Fed likely sees it.
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