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To: blake_paterson who wrote (23740)	11/1/1998 5:01:00 PM
From: joe	Respond to of 45548

blake, I will read your stuff later. I am pretty up-to-date on the macro side. Agree with you on the following: >> I would hate to see any unexpected macro surprises ruin the party for the faithful.<< I am still very much on the alert for this, but I'm optimistic the fed will cut more because the credit problems have be resolved. Greenspan's #1 priority is the credit markets at this point in time, and they are not recovered to his satisfaction at this moment. IMO, another rate cut is inevitable, even if it creates a HUGE bubble in the market, which I doubt it will. As you know, credit markets are 10X bigger than equity markets, and credit is a neccessity for the economy to function. More later... joe