SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: IQBAL LATIF who wrote (27927)8/3/1999 8:33:00 AM
From: LABMAN  Read Replies (1) | Respond to of 50167
 
iqbal

excellent analysis much appreciated,your thoughts very similar to mine ,
currently in Atlanta, see inflation in many areas
1. price of gas increasing
2. impossible to find contractors for construction projects
3.many resturants have vacancies
4.many farmers cannot find labourers

yet see price decreases in computers,electronic goods,isp connection
fees . the big question will greenspan increase rates more than 25 basis points,



To: IQBAL LATIF who wrote (27927)8/3/1999 12:51:00 PM
From: IQBAL LATIF  Respond to of 50167
 
Investor links at 11.03..

Mortgage rates moved above the key 8% level on the 30-year fixed
rate for the first time in more than two years. The abrupt
increase is sparking fears that an end to the housing boom may be
in sight, potentially slowing the economy.
from IQBAL LATIF on Aug 3 1999 4:39AM EST
<<the long bond is already nearly at 113 the low I think may hold. it is the long money that is already working to slow down for example mortgage demand. >>




To: IQBAL LATIF who wrote (27927)8/20/1999 11:08:00 PM
From: ynot  Read Replies (1) | Respond to of 50167
 
i respond to this post rather than a recent one for the benefit of perspective, and hopefully my understanding, simplistic that it is :)

three weeks, and apparently enourmous change

deficit up
foreign exchange pressure by Japanese
oil costs up (even new domestic drilling/production)
cpi up
ppi up

in terms of the cyclical rhythm, in autumn, heating demand will be up
consumption going into the holiday season will be up
PC sales probably peak at the same time of year
demand for jet fuel peaks
competition for finance renewals, auto/home, peaks
demand for vacation accomodation and services peaks
demand for entertainment, in-home and resort peaks

yet, the markets, according to some posts across various threads, have apparently discounted all of this and even with a rate increase, the posters expect a rally, same as last time rates increased

while i understand that the markets will adapt and adopt mechanisms to facilitate prosperity, financial at least,

i wonder how the 'traders' will react monday and tuesday
this question will become impertinent on wednesday, nevertheless, i take the risk in asking for an opinion, and appreciate your experience

regards,
ynot ;)