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

To: yard_man who wrote (3222)	12/11/2003 6:01:38 PM
From: russwinter	Read Replies (3) \| Respond to of 110194

<to be fair -- I think his pt was credit contraction > Most certainly I think this could, and probably will happen, but I think it sequences out an involuntary interest rate spike, caused by several overwhelming factors (call it the Argentina disease): USD weakness (requiring a currency defense), oversupply of new debt issuance to fund twin deficits, Message 19461158 and a "surprise" inflationary spike mostly on the input side, that squeezes (can't be passed on to customers, CPI stays fairly constrained, relatively speaking) corporations and individuals (happening as we speak IMO). Keep an eye out soon for corporations starting to talk about various so called "one time" (my dog ate the homework) prices pressures, such as energy.