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

To: mishedlo who wrote (25596)	1/31/2005 12:17:09 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

<Do you expect the FED to pause after the next given hike?> Don't know about stopping at 2.5%, but I generally agree with McCully's view on their actions (although not his and the Wizards bogus economic theories). Message 20996382 <Did you check out new home inventories?> Yes, and also note that TOL is down a whopping 15 cents on this. I suspect Jan and Feb, may be more real as far as slow down. Lumber is at all time highs BTW. hardly giving the appearance of deflation. tfc-charts.w2d.com <As long as the FED keep hiking I doubt gold goes anywhere.> If they keep up the measured talk, and then pause for any reason, relative to current market expectations (one pause in the next five meetings, and later), trendmacro.com gold will explode, even more so than foreign currencies. It will outperform them all. Watch the Yen, that's where trouble will start showing up, it's about time for another JGB credit downgrade. I also key on money printing, not just rates, as I consider it a too many Dollars (and Yen and RMB) problem. The world can ill afford more symbiotic trio currency.