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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: loantech who wrote (1566)10/18/2003 6:34:59 PM
From: mishedlo   of 110194
 
I won't even start to read Mauldin anymore as he takes a couple thousand words to say what he could in 50.

OK here it is in less than 50 words.

EuroDollar dec 2004 futures imply a rate HIKE of 1.5%
He does not think that will happen.
He thinks the rates imply that because of some tremendous hedging activity of FNM and thay have to pay above rates to hedge their risk.

Now the question is: If rate hikes of 1.5% are not going to happen what is the safest way to play for that?

M
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