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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (21840)1/20/2005 2:08:30 PM
From: John Vosilla  Read Replies (2) of 116555
 
<we can rest reasonably assured that the bond market will cotinue to surprise everyone....>

We can't have at deflationary collapse without a backup in long rates first. This is the only true way to get all the excess debts cleansed and get the multiples on overvalued assets down. We do know of several ways rates on the long end can rise even in a recessionary economy. Remember the 70's for some clues only this time the debt levels and credit risks are much greater.
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