Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Johnston who wrote (76049)	12/19/2006 9:42:22 AM
From: andiron	Read Replies (1) \| Respond to of 110194

nada..interest rates are too low..dollar weakness, amongst other things, is telling you that. Emerging market panic may lead to dollar strengthening, despite deficit. And emerging market (india now thai) were bullied by pigmen? into reversing rules after some sell-off (that doesn't inspire confidence, does it?) infact, emerging nations should put safeguards or else it will end up in ROUT.. inflation will start showing up more in data....

To: Mike Johnston who wrote (76049)	12/19/2006 9:44:36 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

<No way they will hike> If Thailand is any indication, you now have the exact reverse of the 97-98 Asian crisis: out of control spec flows caused by a weak USD play against Asian currencies. The specs are piling on. For the US to do six coupon passes in three weeks (print even more USD for Riskloves to pile on with), and even more going forward would be the ultimate in fuck the rest of the world arrogance and selfishness. If the US was truly a global player in good standing, they would hike rates today in an emergency session. Instead we will probably get another coupon pass, and tell Thailand to fend for itself. No uptick in VIX at all. XLF unchanged. Tells you who is behind the attack on the USD in Asia.