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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: gregor who wrote (34741)12/1/1998 4:59:00 PM
From: yard_man  Respond to of 94695
 
Agree with you that profitability will get squeezed and that health care costs will increase -- whether growth will meet predictions or not -- who knows, one can't do to bad by just expecting these economic forecasters to be wrong.

>>We are getting all the statistics of what happens in a fed easing environment. This is what
is the most confusing to me. Another prediction that this time this factor will not be the
same. We have a negative savings rate<<

Statistics on easings have been discussed a lot earlier. Some have suggested when the second cut came -- so many people were aware of that statistic and expected a third cut to follow that they piled on in droves and in anticipation fulfilled that "statistic" earlier.

I think there are probably some big differences on the timing of the cuts in times past with respect to where we are in the current economic/equity cycle as well.