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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: russwinter who wrote (19925)12/31/2004 12:15:33 PM
From: gregor_us  Read Replies (1) of 116555
 
One of the Bridges Between a Firm Deflationist Outlook

and what may happen to Treasuries, is my view that in a housing-led/stock-market-led economic downturn there will simply be not enough capital, in the aggregate, to support current asset prices--including Treasuries. I don't understand why, therefore, some special exemption is made for Treasuries from the same viewpoint that holds asset values will be deflating all over the place. Accordingly, I see falling Treasury prices in a deflationary bust in the USA, because Treasury supply is gargantuan and already there is not enough capital, domestically, to support the Treasury Market. If there was, we wouldn't be sucking up 80% of the worlds capital already.

Regards,

LP
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