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

To: axial who wrote (101066)8/20/2009 1:14:38 PM
From: Real Man3 Recommendations  Read Replies (2) | Respond to of 116555
 
I operate under WYSIWYG, a cyclical global recovery, which is bearish
for bonds and bullish for stocks. Jobs will still
be difficult for some time. The greatest risk is that rates
rise too much and choke it. The credit stress is over with.
Recovery already is proving to be much slower in post-bubble
US than elsewhere, so the dollar keeps dropping. The Fed will
stay extremely accomodative and keep printing until we see
jobs.



To: axial who wrote (101066)8/20/2009 2:03:10 PM
From: mishedlo1 Recommendation  Read Replies (2) | Respond to of 116555
 
Belief In Wizards Runs Deep
globaleconomicanalysis.blogspot.com

In response to Misguided Worries About Inflation I received an email from "GR" telling me "The deflation metaphor is not playing out. Every month the things I consume go up in price."

He pointed numerous price increases, including gasoline, up a nickel in a week. ...

Mish


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