SI
SI
discoversearch

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 : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bond_bubble who wrote (48179)12/26/2005 8:27:50 AM
From: el_gaviero  Read Replies (1) of 110194
 
Good post, bond bubble --- in fact one of the most coherent accounts I have read concerning how the current monetary regime will unwind.
I don't know if you are right, but what you say seems plausible to me.
If I understand you correctly, you are saying that in a money regime where a great deal of money creation does not produce a rising PPI, a slowing down of money creation might in fact do the trick --- that is, cause the PPI to start rising.
This would seem to imply that we get a very particular type of resolution to the Great Deflation-Inflation Debate.
We have had for quite some time now inflation with falling prices (at least at the level of industrial production). We will get in the future deflation with rising prices (at least for us in the USA at the level of industrial production).
So how are you playing it, Bond Bubble?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News