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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: yard_man who wrote (4750)4/20/2004 4:29:42 PM
From: gregor_us  Read Replies (3) of 116555
 
He Just Said it Again: Deflation No Longer a Risk.

And again said he'll talk more tomorrow. Said he'll talk about the problem of managing better economic news as we move ahead...

My comment: you see the problem here is if he is going to even risk a bias change, he has to put in place a Fire Wall or the market is going to discount 4-8 hikes of 25bps (in the aggregate).
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