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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (79009)5/13/2008 1:33:36 AM
From: stockfiend  Read Replies (1) of 116555
 
Your analysis about housing deflation and general inflation lacks quantification and temporal reference. Housing prices are declining and credit is contracting but have you quantified these amounts relative to the credit that was monetized prior to the contraction (MEW, dividends, return of capital, etc..)? The net of the excess credit monetized during the boom minus the credit/money contracted thereafter determines the intermediate trend for monetary inflation and in turn, general inflation. And that trend is positive, not negative. This is why general inflation is raging worldwide, not just in the U.S., and so not just because of the dollar as you have stated in previous blogs.

Until you start quantifying present vs. past it's not very useful to keep saying the immediate trend is deflation. That's already obvious to everyone.
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