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To: marginmike who wrote (120663)	6/18/2002 11:04:59 PM
From: cfoe	Respond to of 152472

Gross also believes stocks are going nowhere and yields higher. Yes, but he made it clear that he does not see a v-shaped rise in rates. He thinks it will be a moderate and gradual rise. He sees re-inflation to about 3% annually, topping out at maybe 4% at most. All of this in his 3-5 year horizon. Even with this rise in rates and lack of capital appreciation for bonds, he still sees bonds as generating a 6% return over this timeframe and stocks doing a little worse than that.