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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: GST who wrote (39657)	8/24/2005 11:55:16 PM
From: CalculatedRisk	Read Replies (2) of 110194

Mish has already answered for himself, but I'll add this ... I believe there is a strong relationship between housing, the current account deficit and interest rates. When housing slows down (I don't think it will crash, at least not in the next year) mish and I go separate ways on interest rates: Mish thinks rates will fall, I think rates will rise - at least for a year or two. I wrote a short piece on this earlier this year: Housing and Trade: Virtuous Cycle about to Become Vicious? calculatedrisk.blogspot.com It will be interesting to see how it unfolds.

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