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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (37270)	5/26/2001 11:50:27 AM
From: Jim Willie CB	Respond to of 65232

key words to me from GreenMountainMan: an absence of inflationary pressures left the central bank with plenty of room to cut interest rates further if needed to guarantee that a sustained rebound will occur. excellent article in weekend BusWeek on nature of current recession this is the most complex mixed bag of economic decline and strength I can ever recall simple recession is no longer so simple anymore near depression in certain areas, relative strength elsewhere watch housing for the #1 lynchpin to the dike if the tech capital expenditure cycle does not resuscitate by September, then we will need to see 2.0% interest rates to prevent a market meltdown, in my never humble (but out-of-step) opinion FedFund rate is now at 3.5%, gosh I might have lost track the market will be totally farked if the Fed stops rate cuts watch CPI and energy component for the #2 lynchpin to the dike if inflation pops up like it did in April2000, then we might see a Frightened Fed soon they will be perceived as ending their "Drunk Driver Easing Policy, following Illogical Tightening 1999/2000 Policy" later, Jim