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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 (7622)	2/10/2004 10:55:10 PM
From: Jim Willie CB	Respond to of 110194

I think massive stagflation might by 2006/2007 look like: recession in GDP (unadjusted by hedonic bullshit) of -2% for perhaps 4-5 consecutive quarters CPI of 5-6% but PPI of 7-8% TENS yield of 7-8% abd FedFunds at 4.0% just guessing, MishMashMan it will not compare to 1970's so massively but given the financial gearing and leverage and swaps, it will feel much worse than that historic decade with much worse damage, since such greater debts and gears the real big wrench in the works is China/India their continued growing presence will erupt in outright trade protection and trade wars I foresee food protection from China and Asian outsourcing taxes generally / jim