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Strategies & Market Trends : Bonds, Currencies, Commodities and Index Futures -- Ignore unavailable to you. Want to Upgrade?


To: Patrick Slevin who wrote (8963)1/2/2006 9:42:42 AM
From: robert b furman  Read Replies (1) | Respond to of 12411
 
HI Pat,

Heard an analyst state that both England and Australia have had (for the last year) a similar flat/marginally inverted yield curve).

This has had a cooling effect on real estate and the stock markets have hit 4-1/2 -5 year highs,while currencies took a back seat to the dollar.

I think the feds target is cooling the housing market.

Corporations are in the best financial shape they've been in ,for many years.

More sideways market action and those firms that sell to capital expansion /growing technology will benefit vs those firms serving the consumer will suffer.

That's my prediction and its worth just what you paid for it.GG

Bob



To: Patrick Slevin who wrote (8963)1/2/2006 12:02:01 PM
From: robert b furman  Read Replies (1) | Respond to of 12411
 
Hi Pat,

Speaking of the derivative crowd,If BOJ continues its recent rate increases that decade long money maker will finally unwind.

Dollar strength signals it underway now IMO.

Bob