Quote:
Originally Posted by DrVenture
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That's a good look... sadly I don't think any of those potential scenarios are what I would consider to be good... as the end result is inflation, rates from years ago or recession...
The China stimulus package will most certainly cause inflation... the normal cycle will just put us in like w 5-6% rates... this isn't spurring any "real demand" so to speak especially given what we've been used to for 15 years. The third scenario (IMHO most likely especially if more inflation comes back) is the worst of all...