Ford's Finance Arm Tightens Lease Terms on Trucks, SUVs
In a debt-laden society, it is imperative that the exponential growth of debt inflation continue or we will witness a deflationary unwinding of all assets. One of the keys in the big picture is home prices. Home prices continue to fall in value in the US and as we all know, it is spreading around the world.
AMEX OIL INDEX attached,
On another note the commodities cycle and oil picture continue to confirm that the deceleration in global growth. If we have seen the high for oil this cycle then inflation numbers will peak over the coming quarter. That will allow central banks the headway to aggressively lower interest rates and for governments bonds to outperform other assets.