The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: GST who wrote (65490)	7/7/2006 11:41:18 AM
From: John Vosilla	Read Replies (1) of 110194

I wrestle with that one constantly given how high interest rates would also have to go and what that does to tangible asset values.. Still expecting blending of the 1970's for the real economy and non bubble RE but the early 90's debt cleansing RTC period for bubble RE. Can United States financial institutions remain strong, liquid and willing to lend in this environment? Inverted or flat yield curve for a long time is bad for financials. I bet quietly Bernake and company hope for a very slow steady up move in long term rates to get out of the mess.

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