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: shades who wrote (67005)	7/28/2006 12:28:05 PM
From: bond_bubble	Read Replies (1) of 110194

As detailed in the below post: Message 22666362 It is the inflation expectation that is important. Ultimate commodity - oil - richard benson said long ago those countries will support us or they will get shock and awe of our military. I'm not saying USD will crash and I'm not denying that middle east guys will stop buying USD. All I'm saying is they will start pricing the USD fall expectation into their oil contracts before USD falls!! If this happens, what is the benefit of USD inflation (i.e what is the benefit holding down interest rates and allowing USD monetary inflation)? What happens if contract prices increases faster than money supply? I'll be waiting for this inflation expectation to be soaking in pricing before shorting the financials. I anticipate this to happen soon after the Fed pause statement in August.

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