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


To: mishedlo who wrote (6129)5/11/2004 1:04:26 PM
From: Elroy Jetson  Respond to of 116555
 
I suspect the "increase in rates" is being used to hide the extent to which the Fed is monetizing debt - buying U.S. Treasury bonds from China.

It's all part of Bernanke's wacky plan to inflate our way our of debt.

The only question is quickly markets get wise to the reality and spoil the scheme.



To: mishedlo who wrote (6129)5/11/2004 1:15:17 PM
From: gregor_us  Read Replies (2) | Respond to of 116555
 
If The Fed Wants to Raise Rates, They Will Take

whatever the market gives them. At the moment the market in my view has granted the Fed two 25 beeps before the election--notwithstanding the Novak article that signals there will only be one, before the election.

If the Fed wants two 25 beeps before the election, then its a done deal. No more, no less.



To: mishedlo who wrote (6129)5/11/2004 1:16:44 PM
From: TH  Read Replies (9) | Respond to of 116555
 
Hello Mish,

I was watching her blab, and I thought she said the Fed would start in June, and that over the next year we would see 100 bp.

Sorry I did not listen closer, but if I remember I think she said 25 bp in June.

Good Trading.

TH