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Strategies & Market Trends : John Pitera's Market Laboratory
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To: richardred who wrote (18314)7/11/2016 1:55:02 PM
From: The Ox1 Recommendation  Read Replies (2) of 33421
 
Nearly everyone has been reigning in their spending the past few years, governments, businesses, consumers. I can't help but see a lot of pent up demand that will be unleashed if we get over this negativity cycle that appears to be self reinforcing. There are some serious sea changes that have been steadily making their way throughout each of those areas. For all the decisiveness and vitriol spewing forth, there's a lot of positives that only get pointed out on occasion.

Mortgage rates are low and that only helps to put more money in the hands of homeowners. Consumers don't approach buying the way they used to do. If a company approaches the future the way they've always done business, they'll likely find themselves under serious competition or lost in the wake of innovation and progressive thinking. As to the third area, governments, I prefer to leave the commentary to others but feel there's plenty of progress that can be achieved in this segment as well.

I agree with John P's view that these latest market moves are creating, and have created, a beautiful long term setup. I'm not in the camp that the US will ever get down to negative interest rates and I see very little reason for anything like QE going forward. Rates will rise from here over time but not necessarily in a straight line. With today's rates so very low, a 200% to 400% move higher in long bond yields over the next decade should not be underestimated, IMO.
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