SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Real Man who wrote (11938)4/14/2004 3:25:15 PM
From: Jim Willie CB  Read Replies (1) of 110194
 
expect news of FannyMae convexity bond future sales soon
those sad suckers bought tons of bond future hedges last month
the yield was at the lows, utter foolishness not to use cash market
I hear you on respeck for bond speculation models

as Japanese Yen heads toward parity in the next several months,
watch the US CPI go higher and higher
this is just the beginning
first PPI, then CPI

we got two nasty triangles at work...

USDOLLAR VS USTBOND VS GOLD

JYEN VS CH-YUAN VS USDOLLAR

these may work concurrently
the first will bring higher rates to US Economy
and probably lower gold prices for a while

the second will bring higher import prices to US Economy
and probably higher interest rates for a while
it will kick the Chinese Yuan out of its peg
but Japan will be the force, not US political pressure
the Chinese will not want to pay up for Japanese imports
Japanese zaitech imports are too important to dick with

then later this year, the US Economy rolls over
after the elections, all hell breaks loose
and the Iraqi Civil War kicks into high gear

the USDollar will (only then) go below DXY=85
the JYen will (by then) go above parity
the Euro will (only then) make new highs

just thoughts from a jackass
/ jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News