Posted by dylan398 on 19th of Aug 2008 at 09:10 am
the reason I'm talking deflation is when I see highly
inflationart news ala CPI today and gold sells off...it is only
pre/mkt....lets see what transpires today..
Posted by hornsant on 19th of Aug 2008 at 09:45 am
I will also consider the possibility that the mkts have been
discounting the poor numbers in anticipation and yesterday's sell
and today's pre mkt sale have done the job. Will wait and see if
the DOW holds 11400.
they may or may not, in the short to medium term, market may
perceive this as higher rates and FED fighting inflation. Such
perception may cause further pressure. Such pressure may cause more
unwinding and de-leveraging, such action may dessimate any
portfolio that tries to ride any probable massacre out.
It is, IMHO, in the interest of all officials for the commodity
market to break. If they smell blood, they'll go for the kill.
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the reason I'm talking deflation
Ouch
Posted by dylan398 on 19th of Aug 2008 at 09:10 am
the reason I'm talking deflation is when I see highly inflationart news ala CPI today and gold sells off...it is only pre/mkt....lets see what transpires today..
inflation up = higher rates
Posted by jbarry on 19th of Aug 2008 at 09:15 am
inflation up = higher rates = higher dollar, short term...there will come a time when commodities will go higher with a strong dollar...
I will also consider the
Posted by hornsant on 19th of Aug 2008 at 09:45 am
I will also consider the possibility that the mkts have been discounting the poor numbers in anticipation and yesterday's sell and today's pre mkt sale have done the job. Will wait and see if the DOW holds 11400.
they may or may not,
Posted by googool on 19th of Aug 2008 at 09:21 am
they may or may not, in the short to medium term, market may perceive this as higher rates and FED fighting inflation. Such perception may cause further pressure. Such pressure may cause more unwinding and de-leveraging, such action may dessimate any portfolio that tries to ride any probable massacre out.
It is, IMHO, in the interest of all officials for the commodity market to break. If they smell blood, they'll go for the kill.