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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 (11351)	4/5/2004 1:52:15 PM
From: gregor_us	Read Replies (1) \| Respond to of 110194

Yes. Like the Other Phases This Too Could Be Sharp and short. I would guess this commodity phase/correction lasts about as long as it takes for the next set of weak economic numbers to take the bloom off the USD, and the Ministry of Propaganda's set of lies. I give this re-freshing of the global growth paradigm (in investors heads) about 30-90 days to run. Meanwhile, the Ten Year Yield has quickly added two 25bps "rate hikes" and looks set to add a third. Since the US bond market is so over-leveraged and manipulated in both directions, there is an exciting accelleration that occurs in each direction. Maybe your crack-up boom, Russ, is triggered by a bond market that throws in the towel on the Fed--and drives rates very high, very quickly. (Though I don't think high rates--even market driven rates, are sustainable)