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

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To: mishedlo who wrote (35553)8/18/2005 2:56:37 PM
From: dpl  Read Replies (1) of 116555
 
"Heinz and I are well aware we could be wrong and there might be some sort of US$ panic that causes this thing to blow up. "

A US$ panic would be a deflationary event anyway not an inflationary one.Rates would shoot up and RE would plunge.Rates would then plunge themselves.

A slow LT decline in the dollar would probably be inflationary.

David
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