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

To: russwinter who wrote (44752)11/4/2005 10:04:26 AM
From: Rarebird  Read Replies (1) | Respond to of 110194
 
>>punk jobs numbers>>

All of this means very little. In bull mode, bad news is ignored and looked at positively. For instance, the average hourly earnings increase is viewed as good since it allows consumers to spend more and helps pay for their higher energy costs. In bear mode, the high average hourly earnings increase will be taken negatively; that is to say, an average hourly earnings increase of .5% hurts corporate profits and may represent a harbinger of stagflation. (Oh yes, I know from a perma bearish standpoint, most consumers are already in this stagflationary predicament.)

What matters here is how the market reacts to the news. The news itself is basically irrelevant and can be used to justify a bearish or bullish stance.

Message 21855849



To: russwinter who wrote (44752)11/4/2005 1:19:19 PM
From: Crimson Ghost  Respond to of 110194
 
Perhaps we are nearing a sea change in the bond market.
If so the equity surge will not last much longer.

Imagine where equities would be if TNX was still in the 4% area as deflationists had forecast. and hoped for.


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