Inside Wall Street: The Fannie Mae/Freddie Mac Bailout is Necessary - But Don't Expect a Happy Ending | triggereventstrategist.com | December 8, 2008
[...] The Fed has no concern about inflation relative to the demise of the economy, and will have to keep interest rates low for critical liquidity demands and to stave off a deep recession. The building inflationary pressures in the face of the Fed's efforts to provide liquidity and keep interest rates low will crush the dollar. [...]
[...] ties with its trading partners, especially the United States. It wasn't a coincidence that when the U.S. greenback declined last year, the Brazilian real dropped in virtual lockstep. A wild card here is how the subprime [...]
[...] How should you play this? Well, the downside risk for Treasury bond prices is currently much greater than the upside potential, but yields in the short (2 year to 5 year) range, the usual protection against price drops are truly lousy at around 3%. In any case, if inflation takes off, it is likely that further weakness in the dollar will result. [...]
[...] $50 a barrel. Suddenly, geopolitical turmoil in Nigeria, Iran and several other hot spots, a free-falling greenback and hedge-fund speculation combined to stoke major supply worries. And the Organization of [...]
[...] The Fed has no concern about inflation relative to the demise of the economy, and will have to keep interest rates low for critical liquidity demands and to stave off a deep recession. The building inflationary pressures in the face of the Fed's efforts to provide liquidity and keep interest rates low will crush the dollar. [...]
[...] ties with its trading partners, especially the United States. It wasn't a coincidence that when the U.S. greenback declined last year, the Brazilian real dropped in virtual lockstep. A wild card here is how the subprime [...]
[...] How should you play this? Well, the downside risk for Treasury bond prices is currently much greater than the upside potential, but yields in the short (2 year to 5 year) range, the usual protection against price drops are truly lousy at around 3%. In any case, if inflation takes off, it is likely that further weakness in the dollar will result. [...]
[...] $50 a barrel. Suddenly, geopolitical turmoil in Nigeria, Iran and several other hot spots, a free-falling greenback and hedge-fund speculation combined to stoke major supply worries. And the Organization of [...]