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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: SouthFloridaGuy who wrote (19978)12/31/2004 1:14:09 AM
From: John Vosilla  Read Replies (2) of 116555
 
<Mish, long-term Deflation will occur, I agree. But this cannot happen until the dollar stabilizes and the yield curve flattens a little more>

Exactly. We also will not begin to have a true cleansing of all the excess debt without a spike up in long term rates first. I'm looking for 3.5 to 4% short end rates and long end around 6.5 to 7% to be the top by fall 2005.
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