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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (60910)	5/27/1999 3:25:00 PM
From: DJessen33	Read Replies (1) \| Respond to of 132070

Mike, With commodities coming back down after a small bounce, I had concluded that deflation was a bigger killer than expected and we would expect to see the Asian Contagion II at your local movie theater this summer. The Asian markets have started to fall back in step. This would mean that any inflation caused by the rise in oil was taken out by bigger deflationary forces. Our markets have stalled accordingly but I would anticipate the bond market to rally with money moving from the stock market and with less inflation fears. Could the bond market faltering be because of withdrawal of foreign money due from an anticipated weaker dollar? DJessen33

To: Knighty Tin who wrote (60910)	5/27/1999 3:50:00 PM
From: valueminded	Read Replies (2) \| Respond to of 132070

Mike/Wayne: I will give it a crack. Nobody is intersted in buying bonds of companies which are increasingly leveraging the future to buy back stocks. I sure wouldnt buy a 30year bond paying a miserly 5.8%. Now 8% would start to get me interested... One more thing, looks like cmb is interested in buying mer. At least that is what the rumor mill has cooked up. They even have a specific premium in mind. 1.65 shares of cmb per share of merrill. What you think ? Is it getting to be a good time to add de pooots ? imo, either cmb has lost its mind (ie doing the deal) or its just another rumor