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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: orkrious who wrote (17720)8/13/2004 10:53:44 PM
From: ild  Read Replies (1) of 110194
 
Of course bad debt deflation. What else? -g- You and I don't have debts, so we don't want inflation that will get off the hook all those debtors. -g/ng-

Seriously there is a difference between Heinz's and Succo's deflations. Heinz sees low long term rates and Succo sees high long term rates. I think both are right. -G-

The way I see it (in time):
1. Deflation starts, FED cuts, bonds rally, foreign CB keep buying, USD slowly slides.
2. Time passes (years?). Trust in FED vanishes.
3. USD paper comes back, USD tanks, bonds tank.
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