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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (66382)	5/13/2002 2:25:04 PM
From: t2	Respond to of 99280

Bill Gross of Pimco was saying that he expects some inflation and could see the bonds up in yield. I believe (cnbc before noon) he said the bull market in bonds has probably come to an end. That has to factor into equity valuations, meaning that company earnings better increase. Although he did not say it, my guess is that the inflation is going to come primarily from the effects of a lower dollar in the future...what else can it be? (considering how much it has gone up in value over the past 10 years or so)