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


To: mishedlo who wrote (6683)2/1/2004 3:39:34 PM
From: Haim R. Branisteanu  Read Replies (1) | Respond to of 110194
 
more gibberish IMHO to scare any one of a rate discount. The reason to that is that in May this year more countries are joining the EZ and they have substantial higher inflation than Germany.

As from a fundamental point the US shows signs of recovery contrary to EZ and there is fear of EUR depreciation which in turn will increase EZ inflation rate.

BTW the trade war is now moving to other pastures - MSFT



To: mishedlo who wrote (6683)2/1/2004 6:23:08 PM
From: Chispas  Read Replies (2) | Respond to of 110194
 
Barry is leading a "deflation discussion" today...

prudentbear.com