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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: glenn_a who wrote (13553)10/16/2004 5:58:35 PM
From: SouthFloridaGuy  Read Replies (4) of 116555
 
I agree regarding shorter maturities although by definition you'll get better profits with longer duration instrument like the 10yr if you can time it right. US deflation will act like a contagion. If one can buy fixed income instruments in higher yielding currencies of Australia or Canada, go for it.

I do not agree that the US will raise rates in a deflationary environment. That is an oft cited mistake of 1930's monetary policy. Perhaps in 75 years, the Fed's recent rise in rates may be seen as a mistake!!

I wouldn't knock emerging market debt by the way. There just isn't enough of it to go around so it should outperform over the long haul, even at these spreads.
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