XJO - Bear Posts only (Factors which might cause the markets to fall), page-1111

Crude prices still going higher that will continue to put a dampner on most economic data and yields.

Real mortgage rates in the U.S has risen 200 bp past four months and no sight of slowing down. Companies that depend heavily on interest income will do well. Those with no income or heavy debt loads not so much.

You can still make money in this environment.