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


To: russwinter who wrote (4838)1/12/2004 9:41:14 AM
From: ild  Read Replies (1) | Respond to of 110194
 
Global: False Recovery

Stephen Roach (New York)

morganstanley.com



To: russwinter who wrote (4838)1/12/2004 10:11:48 AM
From: mishedlo  Respond to of 110194
 
It would be hard to imagine what adding another $1/2 trillion in 04 AND higher borrowing costs would lead to.

Exactly
That's why there will not be a hike

M