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

To: GST who wrote (88512)11/6/2007 1:18:15 PM
From: NOW  Read Replies (2) | Respond to of 110194
 
well it is clear the fed fears a consumer led debt deflation more than anything. to that end they will sacrifice the dollar and give us this great gift of dollar based commodity price increases...but to assume they can indeed avert the debt deflation whilst maintaining their power is i think naive



To: GST who wrote (88512)11/6/2007 8:30:46 PM
From: John Vosilla  Read Replies (1) | Respond to of 110194
 
I think at this point the question is to what extent can the government continue to under report inflation, over report real GDP and continue monetizing the back end of the curve with no ramifications and the bond market continuing to buy the current story thus protecting extended multiples on valuations of various asset classes... Just imagine a world where tomorrow long term rates were priced at where they really should be..


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