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

To: Grandk who wrote (13789)	5/13/2004 12:11:59 PM
From: yard_man	Read Replies (1) \| Respond to of 110194

>>there is no place for i-rates to go but up << I doubt it. There is no wage inflation. Capacity util is very low and higher commodity prices, including oil -- is already slowing things to the extent that AG may not have to raise ... If the dollar dumps -- the Japanese will be back, buy bonds hand over fist trying to keep their (pipe) dream alive ... Bearish sentiment on bonds is ubiquitous -- it is everywhere you look. Stock bears and bulls all agree -- commodity bulls and bears agree -- rates are going up. Too much consensus. Note we have a small divergence -- almost not worth mentioning -- on the gold shares versus the metal -- is the market telling us that the Fed has been lying to us again -- that they really are deathly afraid of deflation and about to flood the market with liquidity at the first sign of weakness??