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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: CalculatedRisk who wrote (3297)	3/31/2004 9:02:35 PM
From: russwinter	Read Replies (3) \| Respond to of 116555

I think your analysis is spot on. I also think that there has been so much manipulation and deflation spin that participants fail to take their inflation cues. People in the US know darn well there is inflation, and I think serious inflation now. That's one reason why they don't hesitate to borrow at steep negative interest rates. I really wonder what the Japanese experience is right now , not a year ago, but the last several months, as the forceful inflation I've been steadily documenting at Epic takes hold? I have to believe they are stirring, for example look at retail sales lately. That makes the so called benign liquidity laying around toxic (and unsterilized), not benign.