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Politics : Idea Of The Day

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To: Lee who wrote (25951)	5/2/1999 6:50:00 PM
From: Judy	Read Replies (3) of 50167

Hi, Lee What economic data is coming out next week that may be spooking the bond traders? Friday's long bond reaction seems more than just the strong gdp and the corporate bond auction coming up. Thanks. The pendulum between value and growth stocks is swinging back and forth to achieve balance. Equity markets remain strong. A couple of months ago the media talked of funds rotating from high PE growth stocks like CSCO into low PE cyclical value stocks like CAT. The key however, is that BOTH stocks have made new highs in the interim. That portends robust markets when low PE value stocks and high PE growth stocks do well overall.

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