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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 (7282)2/7/2004 11:04:35 PM
From: CalculatedRisk  Read Replies (2) | Respond to of 110194
 
5) Will Europe be forced to cut? Ta da!!!!!!!!!!!!!!! .

That was mishedlo's conclusion. I wasn't so sure.

I've been away from SI for awhile, but I knew there would be a thread like this one! THANKS!

Has anyone discussed the possibility that the Fed might intervene in 5 or 10 year treasuries to reduce intermediate rates and prolong the bubble?

Best to all and thanks again for the great thread!



To: russwinter who wrote (7282)2/7/2004 11:05:00 PM
From: mishedlo  Respond to of 110194
 
We will see.
I predict not one but 2 rate cuts.
It will take time but this recovery is over.
If I am not mistaken you are betting on a stock market plunge yourself.

No way we hike into that if you are correct.
Not here, not there.

Mish



To: russwinter who wrote (7282)2/8/2004 9:23:25 AM
From: sciAticA errAticA  Read Replies (1) | Respond to of 110194
 
re: Europe's politics and rate cuts

Perhaps part of the political calculation is a play for Euro status as alternate world reserve currency...

One prize for not participating in global currency devaluation could be a stronger global role for the Euro, including alternate Euro pricing of oil...