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


To: benwood who wrote (35078)6/30/2005 1:56:34 PM
From: mishedlo  Respond to of 110194
 
That is a reasonable way to look at it.
In fact I like it: deflation with inflationary headwinds

(the printing presses and the shrinking pool of professions in high labor demand, some commodities for a while, perhaps ballooning socialism)

Bingo
One additional factor is that Japan will be coming out of deflation first, as we are headed full blown into it.

Good call!

Mish