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Strategies & Market Trends : Currencies and the Global Capital Markets
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To: Sam who wrote (1332)2/28/1999 2:29:00 PM
From: Peter Singleton  Read Replies (2) of 3536
 
Sam,

I agree with you real US interest rates are incredibly high right now. However, how do you explain interest rates going up after the Fed's easing? I've heard explanations that it's a correction from the panic-flight to quality of last fall, or that Japanese investors are repatriating assets, but whatever the reason, isn't this evidence that the bond market is disciplining the Fed for excessive easing?

Now, I agree with you the Fed / Treasury / and allies have a lot of ammunition left, and they won't hesitate to use it. However, I think each time they do, they'll be less and less effective.

btw, I agree with you it would be good for the economy and the market to have a sharp correction. However, we may be due for a secular bear market of historic proportions ...

Peter
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