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


To: who cares? who wrote (8698)7/5/2004 12:00:28 AM
From: Perspective  Respond to of 116555
 
The key characteristic of the shift from Autumn to Winter is the decoupling of the long-held link between stocks and bonds. Since the late 1960s, the two asset classes have tracked. Starting in 2000, they began a lengthy divergence that continues to this day. That clearly marked the onset of Winter, and happened to coincide with the onset of the deflationary threat.

The anti-correlation should continue through Winter and all of Spring as well.

BC