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


To: Jim McMannis who wrote (35479)8/16/2005 5:28:24 PM
From: mishedlo  Respond to of 116555
 
I am not a fan of Kudlow.
But generally inflation (not asset inflation) is under control.
It is right to attack the housing bubble but the big problem was letting it build in the fisrt place. I hazard aguess I disagee with Kudlow on both of those points.

As for the spike in oil and the low CPI, treasuries reacted as they should. Yields lower.

Mish