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

To: Knighty Tin who wrote (15741)6/23/2004 8:54:49 AM
From: THE ANT  Read Replies (1) | Respond to of 110194
 
Knighty Tin, AG is not better than Brazil.Their 12 month inflation is 5%(declining for the last 12 months) with overnight rates of 16% or real rates of 11%.Its rates I feel are too high as they are responding to cost push inflation too strongly.Brazil is one of the few countries in the world without a real estate bubble


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