I'm not sure in the inversion will end or if it will follow us through the next business cycle. But I do expect bond yields to rise and the Fed to have enough room to tick their rates up another quarter point if they have to. It will also tick up inflation in the US
Japan needs to be pulled out of the brink and dollars need to be repatriated from China. Yuan will go up against the Dollar and Yen will stay flat. As a result China will slow and Japan will improve. Both of these events will improve the strength of the dollar in 2007.
I'm looking for a solid TLT buy late spring early summer as always. Don't know the exact timing but a break of the down trend in that timeframe should suffice.
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