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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: zonder who wrote (16204)11/18/2004 11:55:06 AM
From: mishedlo  Read Replies (1) of 116555
 
Stick around a little more and see for yourself just how far from "overwhelming consensus" we are :-)

This board is hardly mainstream concensus

IMO flattening of the interest rate curve is bad for the banks and they are not able to hedge for it.

Flatteneing of the curve will reduce profits and profit expectations. Well it should do the latter but expecations for record profits in this tightening are wildly pervasive.

Also doubling of short rates is bad for the economy and the banks are part of economy.

I disagree. Short rates that are negative in real terms doubling and STILL remaining negative in real terms is not bad for the economy.

I disagree that real rates are positive. They are flat at best (looking ahead IMO)

Mish
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