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

To: Wyätt Gwyön who wrote (3230)	12/11/2003 6:46:56 PM
From: russwinter	Respond to of 110194

Sounds like we are in basic agreement on the setup, except you think they (the CBs) will pray a lot, and I think they will be gripped with an involuntary rate spike (version of door #2)? They may try a gradualist version of #2 including a rate hike as early as March, but I don't expect it to work, as the cat's out of the bag already. BTW, in looking over some of my latest W&S withholding numbers, the labor market is turning south (not north) over the last month. That's why the tone from Oz has changed of late. They're trying to straddle a very wide fence, clever SOBs. Once this little ramp job on the USD is over in a week or so, look for a "catch up" down move on the USD.