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: mishedlo who wrote (74270)	11/17/2006 12:11:50 PM
From: SouthFloridaGuy	Read Replies (1) of 110194

I THOUGHT YOU DIDN'T HAVE TIME FOR MY TAUNTS? Interest Rates Swaps Curve is NOT inverted. The Fed has cited that as the reason they believe a soft-landing is most likely. Furthermore, absolute level of interest rates is still low. This is an important fact when stated within the context of capital asset valuations which are benign and flush corporate balance sheets. CAPEX by corporations remains strong, it is Residential CAPEX that is very weak. ISM is still positive. Leading Indicators are BARELY negative and its taking a crowbar to push them. The "Consumer" is not monolithic and furthermore consumer spending is predicated more on jobs, not housing. Housing is a second derivative. SOFT LANDING GUARANTEED. HARD LANDING COMES AT 7% FED FUNDS RATE.

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