Mish's Global Economic Trend Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Mish's Global Economic Trend Analysis

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mishedlo who wrote (22364)	1/28/2005 4:59:22 PM
From: patron_anejo_por_favor	Read Replies (2) of 116555

Hmmm, maybe some Feb or March calls on HMY, GFI and AU are in order! Moreover, we expect that when the MPC meets on February 9–10, not only will the inflation forecasts be more positive than at the previous meeting, but the (undisclosed) economic growth forecast will also be lowered. The buoyancy of the demand side of the economy notwithstanding, we believe that the lack of meaningful near-term inflation risks will swing the pendulum in favour of a rate cut. We still expect a 50-basis-point cut, although a smaller cut of 25 basis points is not out of question

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next