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

To: rubed who wrote (8886)	2/28/2004 8:15:07 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

Don Coxe was on my Train Wreck essay send to list, but I could never locate an e mail (for him and many others). I got the essay into Steve Roach's hands via a contact I have with Morgan Stanley. Regarding your inflation "awareness" pool: after the March economic numbers (reporting for Feb.) come out a whole slew of fence sitter economists who "see budding inflation problems down the road" (like Paul Kasriel and Bill Gross) will finally wake up in a cold sweat. If the Fed won't tackle the problem, there will be increased pressure on the BOJ to quit printing and inflating yen (to buy US debt). I'm also cueing in on Japanese inflation figures now. Incidentially Coxe was the first I've heard who correctly pointed out that input inflation will murder the symbiotic three (US, China, Japan), because of their weak currency policies.