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


To: orkrious who wrote (70165)9/23/2006 12:39:37 PM
From: bart13  Read Replies (3) | Respond to of 110194
 

Doug is very bearish longer term but thinks the strong credit growth is leading to wage inflation which will support the economy and housing much better than most think.


I wish I knew what data he's looking at. Here's the ECI and hourly data: