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

To: SouthFloridaGuy who wrote (20690)1/7/2005 10:45:53 AM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
Everybody thinks that higher rates are the problem, they are not, they're actually a solution.

A solution to what?
It would immediately bankrupt housing and the economy.
Exports would likely drop as well.

Mish



To: SouthFloridaGuy who wrote (20690)1/7/2005 11:00:11 AM
From: mishedlo  Read Replies (2) | Respond to of 116555
 
gold does not seem to think much of inflation du jour
Yield curve flattened again (so far anyway after nonsense gyrations both ways)

Treasuries do not see inflation either and as long as Greenspan does that is bad for gold.

Mish



To: SouthFloridaGuy who wrote (20690)1/7/2005 11:06:16 AM
From: John Vosilla  Read Replies (2) | Respond to of 116555
 
<I agree with Mish and Heinz on I-rates, I think there is about a 1% chance of the long-end getting out of control>

Then we probably have multiple soft recessions for the rest of the decade without the real hard landing required to cleanse out all the excess debt, speculation and misallocation of capital.


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