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: Crimson Ghost who wrote (4383)1/5/2004 10:35:08 AM
From: mishedlo   of 110194
 
Fed policy ever, no reason why T-bonds yields cannot surge to 6% or more despite a 1% funds rate.

I agree and that is why I am not playing treasuries.
Although I agree I do not think it is likely. In fact I think it is unlikely, but the most likely thing of all IMO is that the FED keeps rates low until at least the election.

If we get a stock selloff in February (and we usually do) the FED will not be considering haikeing into that. March will come and go without a hike and then we see where we are headed into the election.

M
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext