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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 (25884)2/5/2005 1:25:14 AM
From: mishedlo  Respond to of 110194
 
"these artificially low rates will stimulate continued robust demand for mortgage and other borrowings."

They will until they dont.
BTW he is mistaken the yield curve flattened another 2-3 ticks today.

The 5-10yr spread was over 50bps just a couple weeks ago.
Now it is like 41 bps.

I loses a tick on average every other day or so
They keep adding up. Two more hikes and the 5-10 inverts IMO

Mish



To: orkrious who wrote (25884)2/5/2005 2:38:32 PM
From: ild  Read Replies (3) | Respond to of 110194
 
IMO Noland is very good as a historian of Credit Bubble, but like most (all?) of us is clueless when this bubble will blow up and what is going to cause this blow up. Obviously surge in all interest rates -- short and long -- will kill the bubble, therefore many (including Noland) just assume that it's THE thing than HAS to happen.


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