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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (52395)2/4/2006 11:59:35 AM
From: John Vosilla  Read Replies (1) of 110194
 
"There is so much inflation now in the system that almost all employers realize 2-3% wage increases to their employees is a joke, and are probably forced to increase at least that."

I'm hearing that in my area. Costs of living for people is now out of sight. Another question is when will all this be reflected in treasuries? A 50% up move in rates in the 10 year still puts it under 7%. The impact on valuations of real estate and stocks that should shrink by 1/3rd if cash flows remained stable would be devastating if it happened too fast. In this scenario if Bernake only did some minor tweaking of the fed funds next downturn the yield curve would be fairly steep.
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