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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Qualified Opinion who wrote (76102)	7/23/2007 10:38:03 PM
From: Real Man	Read Replies (2) \| Respond to of 94695

Yes, we definitely do, and more than 25bp may be needed. Message 23726456 Message 23725732 What will it do to housing? Inflation does not matter anymore. The Fed is being bitten by the carry trade, a $400 Trillion notional derivative monster of their own creation. Only rates matter for the monster. They can't possibly fight it, the monster is 40 times larger than the US economy, and 400,000 times larger than their tiny little $1 billion coupon pass. They can print, but it won't save housing when they raise. That requires Zimbabwe level of printing.