John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Jon Koplik who wrote (7362)	6/15/2006 4:53:22 AM
From: macavity	Read Replies (1) of 33421

Jon The Deflationistas have spent the last 3 years wondering if we were wrong. But as I mentioned to someone: 30yr yields are where they were 3 years ago and all the commodities are at multi-year highs. This is the strangest 'inflation' that I have seen for a while. It is strange how Mrs Market arranges the seating plan before the Party starts. The biggest surprise, to me, is the dollar rally. This is actually a very deflationary sign but I really did not expect to see it so soon. I guess there is a lot of money to be returned. My read is still bearish for USD, but if deflation really is to occur, I do not see it going beyond the 1.35 EUR level - at least not yet. Who knows? Not me! If this is a C wave - then the party is going to get exciting very soon.

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