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

To: TH who wrote (12136)	9/23/2004 9:24:44 AM
From: russwinter	Read Replies (1) \| Respond to of 116555

<central debate between you and Russ is going to get very interesting in the next 6 months.> Just to make it clear that the central debate is not about whether the economy can get suddenly and profoundly weak. I believe that could happen in a heartbeat, although probably not if we get the refi index up over 2500. The issue right now is what is causing this bogus bond market rally and what it really means, and is a weak economy deflationary. My views on all these questions were well presented in these Saville essays. Message 20557902 Message 20557924