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Strategies & Market Trends : Waiting for the big Kahuna
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To: IQBAL LATIF who wrote (7435)10/26/1997 3:59:00 AM
From: Bilow  Read Replies (1) of 94695
 
Hi IQBAL;

We agree that the US condition is not one of inflation, it is one
of high capacity utilization and inflation. But the problem in
SE Asia is one of deflation, and deflation has a nasty tendency
to leak across borders. Even though only 20% of the US economy
is export oriented, the reduction in prices that occurs when
foreign countries devalue their currencies tends to reduce prices
here.

I don't think bonds are a long-term safe haven. But short term,
it seems that we agree that they are going to go up. Funny, isn't
it? I figure that eventually the fed has to print money, and, in
the very long term, this will not be happy for bonds.

-- Carl
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