BBUS, page-9261

debt markets continue to contract. In a debt based society you need to see debt expansion.
That is why we are seeing tightening lending conditions and banks buying big in treasuries.
Fed is telling you one story. But the opposite is playing out in the data. Equities are always the last to react.
US dollar has been sitting at a bottom for a couple of months now. With a huge short interest. Big squeeze on the dollar will be the catalyst for a major correction. Demand is going to be huge for the dollar as the M2 & M3 money supply continues to fall .