User 143167

Lots of Deja Vu (All Over Again)

The government's wish that house and stock prices up while oil price down = too good to be true.

Five Ways the Global Economy Is Rebounding

You are DEADLY WRONG about the dollar and commodity. The surge of dollar(together with Yen) and plunge of commodity prices stand for more credit wipeouts and deleverage going on due to the carry trade unwinding. This is VERY BAD to the US credit and stock market!
We need another quick drop in the dollar and rebound in the commodity prices to let the global equity market move upwards. If the oil goes down below $50 and dollar index up to 100, I assure this will be a depression for sure!

Q2 Economic Commentary: Buyers on Strike

Oil prices would not go down if the US economy can avoid a recession. Increased supplies? How can that happen? Seriously I believe OPEC will cut its production if oil price falls below $120.
This economy NEEDS a severe recession to bring an end to this commodity boom. That is how stagflation ends up with every time.