Mish's Global Economic Trend Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Mish's Global Economic Trend Analysis

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Little Joe who wrote (98751)	6/22/2009 12:19:21 AM
From: mishedlo	4 Recommendations Read Replies (3) of 116555

Speculation In China Does Not Mean Inflation In The US globaleconomicanalysis.blogspot.com Inflationists and even hyperinflationist are coming out of the woodwork. Even some people I highly respect have jumped on the hyperinflation bandwagon. Given that the Flow of Funds Report Offers Hard Evidence of Deflation, I am not changing my tune. Some of the inflation fears stem from a falling US dollar that seems to me to be range bound. In addition, there has been a strong rebound in commodity prices. OK oil prices more than doubled from the December low to over $70. However that is a far cry from $140. Even many deflationists (at least me) thought oil prices bottomed and Treasury yields may have. Yet, suddenly a snapback rally in commodity prices is supposed to mean a powerful surge in inflation, perhaps even hyperinflation? ... Mish

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next