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


To: ild who wrote (11882)4/13/2004 3:24:13 PM
From: ild  Read Replies (2) | Respond to of 110194
 
Date: Tue Apr 13 2004 14:09
trotsky (today is a great example) ID#377387:
Copyright © 2002 trotsky/Kitco Inc. All rights reserved
of the extent to which the 'reflation' trade depends on a weaker dollar - notably, the dollar is having a very good day, and every other market is pounded relentlessly at the same time.


Date: Tue Apr 13 2004 14:03
trotsky (Homestake) ID#377387:
Copyright © 2002 trotsky/Kitco Inc. All rights reserved
more detailed and informative of course, but the message is essentially the same - the secular deflationary trend remains very much intact, in spite of the rise in the CRB index ( which indeed probably intensifies deflationary pressures on the economy-at-large ) . the secular bond bull market is therefore very likely far from over.