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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pogohere who wrote (72678)12/22/2007 9:23:50 PM
From: Steve Lokness  Read Replies (1) | Respond to of 116555
 
pogohere;

So I see it as a shituation without real precedent in which we get both increases prices of many goods and services and deflation in real estate, loss of US$ purchasing power for quite a spell and fairly constant demand for commodities in a world where industrialization is booming off shore.

Great comments and I agree with most of what you say. I think housing is indeed in a deflation period in the hot housing markets and in a long period of stagnation in the rest of the country and perhaps a little inflation yet in farm land? I'm less certain on timberland?

steve



To: pogohere who wrote (72678)12/23/2007 1:27:29 PM
From: mishedlo  Respond to of 116555
 
Russ and Lee have it correct.
$500 billion looked massive to me that I did not think there was a drain expiring at the same time that was nearly as large. Apparently the ECB for whatever reason goes through repro actions bigger than what we typically see here.
Little liquidity was added by the move.
Mish


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