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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: bond_bubble who wrote (69706)9/13/2006 4:14:37 PM
From: John Vosilla  Read Replies (1) of 110194
 
'I do think that the inflation, CRB index will go higher before credit bust. A downdraft in commodities merely implies the liquidity will grow more, increasing commodities demand...'

Or will inflation roar as it did after the 73-74 bust? That would move it to when the credit/housing bust is well under way and the yield curve steepens dramatically perhaps 18-24 months out? Housing now in so many areas is a huge problem that most talking heads conveniently try to shove behind closed doors.
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