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

To: philv who wrote (4300)1/2/2004 4:59:00 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Lots of talk on the tube lately about increasing interest rates. However most are not forecasting FED increase until after lst quarter. Pressure is definitely building as the US dollar declines.

Good.
Let it build.
There will be one hell of a snapback as soon as the FED comes out and says what no one believes: Rates will stay low for a considerable period. If Eurodollars remain depressed heading in to next FOMC I am buying more.

Mish



To: philv who wrote (4300)1/2/2004 5:11:00 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
The consensus is going to be wrong not on the timing of the next hike, but how high rates will go. Fed funds at least 2% by election time IMHO (actually by late summer since they will not hike too close to an election) and 3-4% by early 2005. Either that or the dollar will be little more than toilet paper and double digit inflation will be on the horizon.

A great day to be short the long bond!


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