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


To: Haim R. Branisteanu who wrote (11937)4/14/2004 2:50:26 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 110194
 
just shows how bond yield competition influences dollar
and when placed against believed backdrop of recovery,
even more influence on the clownbuck

I think we are in a weird middle adjustment phase
wherein higher yields will help the dollar
wherein slower economy upcoming will end CB intervention
which will raise rates and indirectly aid the dollar

later, after this phase passes,
we will see inflation whites of eyes, and higher gold
with the dollar falling again, during harsh recession
just some thoughts

/ jim