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(Untitled) Sep 5th 2013, 21:27, by noreply@blogger.com (Cliff Küle) Market Valuation, Inflation  and Treasury Yields: Clues from the Past DShort charts & some observations .. The inflation "sweet spot", the range that has supported the highest valuations, is approximately between 1.4% and 3% .. "What can we conclude? As I said above, we have been in 'uncharted' territory. Despite increasing odds of near term tapering of QE, many analysts assume that some sort of Fed intervention, including its Zero Interest Rate Policy (ZIRP), will keep yields in the basement for a prolonged period, thus continuing to promote a risk-on skew to investment strategies despite weak fundamentals. On the other hand, we could see a negative market reaction to a growing sense that Fed intervention has its downside, especially if Treasury yields continue to rise as they have over the past four months. The recent trend and volatility in the Nikkei in the wake of Japan's massive monetary intervention could give investors second thoughts about U.S. equities." .. NNOO LINK HERE to their analysis

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