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Archive for Juni 27th, 2008

First crash warnings, but market still complacent

Freitag, Juni 27th, 2008

Interesting sentiment picture today …
First …
Barclays issued a “financial storm” warning …
saying:
- that the US Federal Reserve has allowed the inflation genie out of the bottle and let its credibility fall “below zero”.
- There is an inflation shock underway. This is going to be very negative for financial assets. We are going into tortoise […]