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

To: Jim Willie CB who wrote (9347)	3/4/2004 4:31:23 PM
From: ild	Respond to of 110194

Swaps are in danger if short term interest rates are raised significantly. I don't see this coming. From Heinz aka Trotsky: of course the crack-up boom in China is dangerous...no doubt about that. but the train has left the station...it doesn't matter anymore if the credit boom is stopped voluntarily or not...the end result will be the same, a huge deflationary bust. btw., i think the bond markets are already seeing through all of this, which is why they refuse to sell off to any significant degree. everybody and his auntie is leveraged up to their eyeballs in emerging market bonds, junk bonds and equities...the Western banking system has never been as leveraged in these arenas as it is now. the fall-out is imo going to be dramatic, it's going to put previous crises like Russia '98 really into perspective.