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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: pogohere who wrote (49561)1/12/2006 12:50:04 PM
From: ild  Read Replies (2) of 110194
 
<<<Where do you see the end of the liquidity chain?>>>

I see USD will keep depreciating against everything, mostly against hard assets / commodities, but also against most foreign currencies. This will upset all going carry trades. Foreign holders of USDs will see value of their holdings to dwindle. In other words "return free risk". I see Fed funds at 5% and 10 year yield at 4.7%.
Inflation will be benign as we all will work at Wal-Mart.
biz.yahoo.com
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