Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 315.93

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9:38 AM EST

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To: 16yearcycle who wrote (18820)	4/15/1998 1:21:00 PM
From: Laker	Read Replies (1) of 70976

In the macro view, you have omitted the effects of interest rate cuts or hikes. If the Fed tightens, more funds will flow or be redirected to US govt debt and away from investments in foreign markets and US securities. This will have a chilling effect, I believe, although the first ratcheting in rates usually does not immneadiately de-rail the equity markets. Usually this is preceded by market-based interest rate adjustments to the upside. Investors sometimes view a splash of cold water as a as positive effect. I believe a pending rate hike is THE bump in the road. We are getting farther out on the limb, IMO.

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