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

To: Real Man who wrote (11938)	4/14/2004 1:11:45 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 110194

Vi, correct but what about the notion that (inflation + GDP growth) = interest rates ? if true that GDP is about 4.5% and inflation now runs at around 3 to 3.5% we have highly NEGATIVE interest rates which in turn should hit the USD

To: Real Man who wrote (11938)	4/14/2004 3:25:15 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

expect news of FannyMae convexity bond future sales soon those sad suckers bought tons of bond future hedges last month the yield was at the lows, utter foolishness not to use cash market I hear you on respeck for bond speculation models as Japanese Yen heads toward parity in the next several months, watch the US CPI go higher and higher this is just the beginning first PPI, then CPI we got two nasty triangles at work... USDOLLAR VS USTBOND VS GOLD JYEN VS CH-YUAN VS USDOLLAR these may work concurrently the first will bring higher rates to US Economy and probably lower gold prices for a while the second will bring higher import prices to US Economy and probably higher interest rates for a while it will kick the Chinese Yuan out of its peg but Japan will be the force, not US political pressure the Chinese will not want to pay up for Japanese imports Japanese zaitech imports are too important to dick with then later this year, the US Economy rolls over after the elections, all hell breaks loose and the Iraqi Civil War kicks into high gear the USDollar will (only then) go below DXY=85 the JYen will (by then) go above parity the Euro will (only then) make new highs just thoughts from a jackass / jim