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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: GST who wrote (91093)2/1/2008 8:58:47 AM
From: John Vosilla  Read Replies (1) of 110194
 
'The dollar has two possible legs to stand on -- higher interest rates or higher growth. Ben is banking on higher growth to hold the nose of the clownbuck above water'

I imagine the expectation is a steep yield curve with fed funds perhaps dropping another point and long term treasuries remaining range bound while broad money supply grows 15-25%. Drag from home construction keeps subpar growth and lower inflation expectations for a while. Not a bad scenario for the real economy if they can make this happen..

can JP Morgan break out of this quintuple top here and hold? Certainly anyone short financials/homebuilders should be watching this

139.142.147.19
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