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.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Andrew who wrote (1678)10/27/2003 7:29:13 PM
From: orkrious  Respond to of 110194
 
I can see a strange mix of inflation and deflation arising.



I don't think it's so strange. inflation in the things people need. deflation in the things people have "wanted" but not truly "needed" and bought with credit.



To: Andrew who wrote (1678)10/27/2003 10:21:09 PM
From: Wade  Respond to of 110194
 
Andrew,

Right on. 30-year bond yield was at ~7% vs. current ~5% at about same CRB and US dollar index ranges. Therefore, we can assume that Fed forced the yield down by 2%, which is a lot for a 7% bond.

Wade