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

To: orkrious who wrote (17720)8/13/2004 10:53:44 PM
From: ild  Read Replies (1) | Respond to of 110194
 
Of course bad debt deflation. What else? -g- You and I don't have debts, so we don't want inflation that will get off the hook all those debtors. -g/ng-

Seriously there is a difference between Heinz's and Succo's deflations. Heinz sees low long term rates and Succo sees high long term rates. I think both are right. -G-

The way I see it (in time):
1. Deflation starts, FED cuts, bonds rally, foreign CB keep buying, USD slowly slides.
2. Time passes (years?). Trust in FED vanishes.
3. USD paper comes back, USD tanks, bonds tank.



To: orkrious who wrote (17720)8/14/2004 10:02:57 AM
From: Crimson Ghost  Respond to of 110194
 
Nolan seems to be saying we will have both inflation and deflation in our future. Accelerating inflation until the credit bubble collapses -- then possibly deflation.


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