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


To: Crimson Ghost who wrote (29937)4/3/2005 2:04:43 PM
From: Jim McMannis  Read Replies (1) | Respond to of 110194
 
RE:"I still maintain that the funds rate must rise quite a bit further before the current credit bubble can be popped. At least to the "neutral" area of 4-5% (1-2% in real terms)"

Agreed.



To: Crimson Ghost who wrote (29937)4/4/2005 7:55:01 AM
From: dpl  Respond to of 110194
 
"I still maintain that the funds rate must rise quite a bit further before the current credit bubble can be popped. At least to the "neutral" area of 4-5% (1-2% in real terms)"

That would be my best guess.

David