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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Bill Wexler who wrote (15367)11/12/1998 12:59:00 PM
From: Marconi  Read Replies (1) of 18691
 
Hello Mr. Wexler:
Stock market will have little is any impact on decision to cut interest rates.

What will clinch it is the health of the credit markets.

Agreed. I think the key credit issue remains in the derivative related
areas, not the visible loans and transactions credit markets.
Do you think the Fed has developed any effective data tools on this issue yet? Do you have any insight on that gray area?
Best regards,
m
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