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

To: mishedlo who wrote (30501)	5/20/2005 2:39:27 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 116555

at this time the old man is scared of the monster he created the FED will raise rates until the RE crashes like in the UK and Australia - this will take the USD down. DO you have a Y2K to date NAZ chart Handy ?

To: mishedlo who wrote (30501)	5/21/2005 12:47:25 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 116555

A theory on the Treasury market. The long bond seems to be discounting an expected Fed pause and reversal WAY IN ADVANCE. But perversely this advance discounting means that asset bubbles continue to expand. This in turn could require the Fed to hike rates more than expected if the real estate bubble is to be reigned in. Another possibility -- TNX yields EXPLODE when the Fed finally does pause as thousands of hedge funds rush to cash in their chips by selling on the news.