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: Paul Kern who wrote (90929)	1/28/2008 12:49:33 PM
From: John Vosilla	Read Replies (1) of 110194

The question is not will they be successful but how much damage they do to our currency in the process. They cut fed funds, cut taxes, monetize the back end and create a steepening yield curve in the process from which to support stretched asset price multiples and net interest margins for the banks. One huge WILD CARD IMHO is if long term rates were to shoot up dramatically before much of the overhang is absorbed that would be real trouble. Subpar real growth, new home construction way below trend and much higher inflation across the board in coming years are the future..

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