The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: mishedlo who wrote (39703)	8/25/2005 4:10:50 PM
From: Real Man	Read Replies (1) of 110194

Looks like bond prices and Fed actions are very correlated. This is not the first time a spike in Fed securities lending and Fed coupon passes follows any spike in LT rates bullandbearwise.com finance.yahoo.com In fact, it has been the case with every one of them. Is this free bond market discounting deflation? I doubt it. 6% Inflation, according to honest CPI without hedonics (thanks to these guys who go through BLS/BS numbers) gillespieresearch.com One can have predictions about deflation when the housing bubble pops, but so far those have yet to materialize. Japan had record savings, and deflation. Seems to contradict common sense, as their savings should have been inflated away. Go figure. 8.4 Trillion real value for 50x or so levered derivative instruments (mostly credit) shows the world is indeed a very different place today. money.cnn.com We may see deflation when s. hits the fan, but it's not here now.

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