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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: John Vosilla who wrote (133452)4/30/2017 8:01:09 PM
From: TobagoJack  Read Replies (1) | Respond to of 219422
 
it may just be that the model that champions consumption followed by leveraged consumption is faulty

and perhaps the austrians were correct, that investment should lead, and production be at the core

right now the world's two largest economies are at philosophical opposites, one leveraged consumption, and the other savings-supported investment / production

one having funnelled more leverage into a blackhole borne of leverage

the other used leverage to grow albeit with some waste the would scare the run of the mill state entities

evidence-based observation is on

jury is still out

watch & brief



To: John Vosilla who wrote (133452)5/1/2017 9:38:42 AM
From: bart13  Read Replies (1) | Respond to of 219422
 
So 30 year mortgage rates in the two's? Still too low GDP growth and housing remains on 'fire' a bit longer from there till eventual collapse yet again?

I expect a correction starting Q3 2017 that starts to bounce back in early 2018 and then resumes falling late Q2 2018 with the Fed continuing going into SOS mode and we seeing 1% on the 10 probably in Q3 2018. Mortgages sure could get into the 2s, depending on how the sentiment management goes. I also expect SHTF on the majority of the rest of the planet too. War is the big wild card, watch & wait in play...