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Strategies & Market Trends : The Residential Real Estate Post-Crash Index-Moderated
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To: TH who wrote (43418)10/2/2011 10:40:49 PM
From: yard_man  Read Replies (1) of 119360
 
I have given this some thought -- here is what I think -- it is quite simple:

A contraction in China and India and anywhere else that actually has GDP growth. This will cause a rise in rates here. I don't know how many months or years this will take ... but this will be necessary (not necessarily a sufficient) condition, imo. This will take some time I think ... but I don't really know.

It will happen (rise in US bond rates) -- let's see if this isn't prior or simultaneous.
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