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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (44804)11/5/2005 10:57:51 AM
From: UncleBigs  Read Replies (1) of 110194
 
I disagree with Doug Noland. Euro/Japan carry trade flows cannot possibly mitigate rising mortgage rates. Housing is at the core of the U.S. economy and it is showing clear signs of deterioration.

I notice that Doug Noland used to talk about the California Real Estate Bubble and now does not. Listings continue to pile up, market times are extended and prices are softening.

To the extent that home values cannot be tapped to fuel consumer spending, our economy will crumble. It won't matter that a hedge fund is borrowing Yen to buy U.S. bonds.
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