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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: axial who wrote (101066)8/20/2009 1:14:38 PM
From: Real Man3 Recommendations  Read Replies (2) of 116555
 
I operate under WYSIWYG, a cyclical global recovery, which is bearish
for bonds and bullish for stocks. Jobs will still
be difficult for some time. The greatest risk is that rates
rise too much and choke it. The credit stress is over with.
Recovery already is proving to be much slower in post-bubble
US than elsewhere, so the dollar keeps dropping. The Fed will
stay extremely accomodative and keep printing until we see
jobs.
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