Don't miss out on the deflation chatter, it is still below the radar. So is inflation bigger threat or deflation? The metals seems to be hinting deflation.Should be fun to watch copper stocks for a down move. Now I don't know, it might be one big conspiracy. Only grandma knows for sure.
Professor Bennet Sedacca is on fire with his recent musing as relates to the intensifying risk that a return to a disinflation-dominant macro-environment might be the end-result of the utter collapse in the US housing market.