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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 (51074)1/23/2006 9:45:17 PM
From: GST  Respond to of 110194
 
<"We are in a risky situation," said Rajan. "You cannot discount a run on the dollar. But you cannot fully quantify that risk at the moment.">

I agree. If the US economy slows down then the risks rise in my view -- and I think the risks of a slowdown in the US economy have so far been underestimated in the market. Hence, there is more risk to be priced into the market.


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