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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: lurqer who wrote (9755)	11/23/2002 1:26:32 AM
From: lurqer	Read Replies (2) \| Respond to of 89467

Iteresting post. And another. Message 18266780 Is gold fever contagious? lurqer

To: lurqer who wrote (9755)	11/23/2002 9:46:21 PM
From: Jim Willie CB	Respond to of 89467

stress test will be examining USdollar - USTBond link inflation from front door or back door, either way, inflation front door: escalating federal budget deficits from recessionary spending, wartime spending, security spending, stimulus financial spending the immediate effect would be greater TBond supply, thus higher rates to entice investment offset by the credit bubble mania continuation, but eventually overwhelmed by additional supply back door: tremendous need for govt spending, but done via monetization rather than financed spending the immediate effect would be dollar devaluation from added supply the lower dollar forces TBonds lower, with higher rates either way, higher rates, lower dollar the stress test will be more like an intelligence test administered to the FOREX, to examine the tight link to the TBond credit market gonna be interesting but what do I know? I am just a Golden Calif ignoramus who worships a barbaric relic / jim (posted in reply on Xeev's thread on IHub)